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 address: barrera.lucy@principal.com
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    Videos

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    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.

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    Contact Us

    Please feel free to contact us with any questions.

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    What Is Investment Risk?

    How different types of risks can adversely affect your investments
    More Videos »

    Newsletters

    • HOT TOPIC: Election 2020: Uncertainty Creates Potential for Market Swings

      A shift in the balance of power can strongly affect economic policies. View the presidential candidates’ tax proposals and other monetary policy positions.

    • Do Target-Date Funds Hit the Bull’s-Eye for You?

      More than half of 401(k) participants invest in target-date funds, but are they right for everyone? This article provides an overview.

    • Early Retirement and Your Tax-Deferred Savings

      Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.

    • Classifying Workers: Know the Rules and Risks

      This article explores the complex web of federal and state tax and employment laws that determine how businesses must classify workers.

    More Newsletters »

    Calculators

    • Savings Goals

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

    • Savings Accumulation

      Estimate the future value of your current savings.

    • Home Affordability

      Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

    • Mortgage Acceleration

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

    More Calculators »

    Market Watch

    November 26, 2020 @ 03:28 PM

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    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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