About Luis Lupercio
Serving People. Honoring God. Building Legacies That Last.
Think Big Legacy & Wealth was founded on a simple conviction: this business belongs to God, and every person who walks through the door deserves to be served with integrity, compassion, and excellence — regardless of where they come from.
10+
Years of Service
The Story Behind the Work
Why This Work Matters
Luis Lupercio founded Think Big Legacy & Wealth after witnessing firsthand what happens when hardworking families go without a plan — a sudden loss with no life insurance, a disability with no income protection, a business with no succession strategy. These weren't failures of effort. They were failures of access. And he decided to do something about it.
As a devout Christian, Luis believes that wise stewardship is one of the most tangible expressions of faith. Every client relationship at Think Big Legacy & Wealth is guided by that conviction — leading with honesty, serving with humility, and putting what's right for the client above everything else. No product pitches. No shortcuts. Just integrity.
Today, Luis works with individuals, families, and business owners across Arizona and beyond — regardless of background, income level, or walk of life. Whether you're protecting your family, planning for retirement, or building a business exit strategy, Luis brings the same standard of care to every conversation: thorough, personal, and grounded in values that last.
The Philosophy
Faith. Integrity. Service. Legacy.
This Business Belongs to God
Think Big Legacy & Wealth is grounded in faith. Every client interaction, every recommendation, every relationship is guided by the belief that we are called to serve others with honesty, humility, and excellence — as unto the Lord.
Integrity Over Everything
We don't lead with products. We lead with truth. What's right for you may not be the most profitable option for us — and that's okay. Integrity means giving you the honest advice you need, not the advice that's easiest to sell.
Service to All People
We serve individuals and families of every background, culture, and walk of life. There is no minimum net worth to deserve a solid financial strategy. Everyone who comes to us is treated with the same dignity, respect, and care.
Stewardship & Legacy
We believe financial planning is an act of stewardship — caring wisely for what God has entrusted to you so you can provide for your family, bless your community, and leave something meaningful for the next generation.
How We Work
A Process Built Around You
Every client relationship begins the same way — with listening. We want to understand your life, your goals, and what keeps you up at night before we ever talk about solutions. From there, we build a strategy that's specific to you.
01
Discovery
We start by listening — understanding your life, your goals, and your concerns before we ever mention a product.
02
Analysis
We review what you already have — existing coverage, savings, retirement accounts — and identify the gaps and opportunities.
03
Strategy
We present a clear, customized plan with specific recommendations, projected outcomes, and plain-language explanations.
04
Partnership
We implement the plan and stay with you — reviewing and adjusting your strategy as your life evolves.
Credentials & Commitment
Licensed, Experienced, and Committed to Your Future
Licensed Financial Professional
Life, Health & Annuity — Arizona and multiple states
Specializations
Life insurance, retirement income planning, business succession, estate strategies
Clients Served
Individuals, families, and business owners of all backgrounds across Arizona and beyond
Languages
English and Spanish — serving bilingual families and business owners
Let's Start With a Conversation.
No pressure. No product pitch. Just an honest conversation about where you are, where you want to go, and how we can help you get there — with integrity every step of the way.