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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

1920 Main St, Suite 700

 Irvine, CA 92614

Phone:

  • 818.259.8305

Fax:

  • 844.556.4280

E-mail:

  • barrera.lucy@principal.com
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Complimentary Newsletter

Subscribe to my Monthly E-Newsletter to receive valuable tips and information regarding the strategies and options available for planning your retirement goals.

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Do You Know Who Your Beneficiaries Are?

Do You Know Who Your Beneficiaries Are?

Newsletters

  • What Happens to Your Time Horizon at Retirement?

    When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.

  • Variable Annuities: Strategies to Help Counter Retirement Risks

    Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

  • Navigating Financial Conversations with Aging Parents

    Having a conversation with parents about their finances is an essential step in helping to ensure their financial well-being as they get older.

  • Life Insurance for Two

    Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

More Newsletters »

Calculators

  • IRA Eligibility

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

  • Loan Payoff

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

  • Home Affordability

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

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators »

Principal Securities Form CRS Customer Relationship Summary

Lucy Barrera is licensed in AZ, CA (CA Insurance License #0C30247), FL, NC, NV, NY and TX to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in AZ, CA and CO.

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.

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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