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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:

  • 949-749-7140

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.

Subscribe

Do You Know Who Your Beneficiaries Are?

Do You Know Who Your Beneficiaries Are?

Newsletters

  • Consider Roth for Tax-Free Income

    Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.

  • What Can You Learn from Your Tax Return?

    Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

  • Tips to Help Preserve Your Inheritance

    It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

  • Beneficiary Designations: Who Gets the Money?

    It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

More Newsletters »

Calculators

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Disability Income Insurance

    How much Disability Income Insurance do you need?

  • Mortgage Acceleration

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

  • 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