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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

The Retirement Income Factor

How much money will you bring to retirement?
More Videos »

Newsletters

  • Gift vs. Inheritance: Consider the Tax Difference

    When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.

  • HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?

    Learn the story behind the extreme volatility of “meme” stocks promoted through social media, including the risk for individual investors.

  • Five Tips to Regain Your Retirement Savings Focus in 2021

    This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.

  • Should You Pay Off Student Loans Early or Save More for Retirement?

    Wondering whether you should pay off student loan debt today or save for the future? Here are some considerations to help make the decision.

More Newsletters »

Calculators

  • 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?

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Home Affordability

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

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