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Lucy Barrera
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Protect one of your most valuable assets...your income.

Life Happens.

Are you ready?

 

Are you prepared for a longer retirement?

 

Planning for the future doesn't have to be hard.

I can help.

Lucy Barrera

575 Anton Blvd., Suite 900 Costa Mesa, CA 92626

Phone:

  • 818.259.8305

Fax:

  • 844.556.4280

E-mail:

  • barrera.lucy@principal.com
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Videos

We have interesting videos for you to watch on my site.

View Videos

Contact Us

Please feel free to contact us with any questions.

Contact Us

Complimentary E-Newsletter

Contact me if you would like to be added to my Free eNewsletter. You will receive a complimentary legacy planning guide for signing up.

Free eNewsletter

What Is Investment Risk?

How different types of risks can adversely affect your investments
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Newsletters

  • Income Investors May Find Closed-End Funds on Sale

    Do you know the differences between open-end and closed-end funds? This article compares the two.

  • HOT TOPIC: Revisiting the 4% Rule

    For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.

  • Your Business: Reasons to Keep Personal and Business Finances Separate

    Find out why it’s important to draw a line between business and personal finances, especially for credit, tax, and personal asset purposes.

  • Putting Your Nest Egg in Three Baskets

    Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.

More Newsletters »

Calculators

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Loan Payoff

    How much will it cost to pay off a loan over its lifetime?

More Calculators »

Lucy Barrera is licensed in California (Insurance Lic. #0C30247) to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in CA.

This site is not a solicitation of interest in any of these products in any other state.

IMPORTANT CONSUMER INFORMATION: Lucy Barrera may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if she is excluded or exempted from the state's registration requirements.  Follow-up, individualized responses to consumers in a particular state by Lucy Barrera that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion.  For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution she represents, contact your state securities law administrator.

Insurance issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company, and the companies available through the Preferred Product Network, Inc.  Securities and advisory products offered through Principal Securities, Inc., 800/247-1737, member SIPC.  Principal National, Principal Life, the Preferred Product Network and Principal Securities are members of the Principal Financial Group, Des Moines, IA 50392.  Lucy Barrera, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative. 

Principal Life maintains certificates of authority to transact insurance in all 50 states.  Principal Life NAIC identification number is 61271.  Principal National NAIC identification number is 71161.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck