Skip to main content
Lucy Barrera
  • Home
  • Meet Lucy Barrera
  • About My Practice
    • My Mission Statement
    • Individual Planning Services
    • Business Planning Services
    • My Process and Services
  • Dental and Medical Industries
    • Punjabi Dental Society
    • Associations and Schools
  • Resources
    • Articles
    • Calculators
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Contact Me
    • My Location

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
  • LinkedIn Icon

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

Videos

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

View Videos

Newsletters

  • A 529 Plan Can Help Jump Start Your College Fund

    Do you know how a 529 savings plan can be instrumental in building a college fund? Read this article to find out.

  • Fixed for Life: What Can an Annuity Do for You?

    Do you know the difference between immediate and deferred annuities and options for annuitization? Read this article to find out.

  • Social Security Offers Benefits from Birth Through Old Age

    The bulk of Social Security benefits go to retirees, but Social Security is much more than a retirement program. This article outlines other types of Social Security benefits.

  • How Taxes Impact Your Retirement-Income Strategy

    Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.

More Newsletters »

Calculators

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Loan Payoff

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

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Life Expectancy

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

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., member SIPC. Reference companies 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.

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