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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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Do You Know Who Your Beneficiaries Are?

Do You Know Who Your Beneficiaries Are?

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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Newsletters

  • SECURE 2.0 Makes It Easier to Give and Receive

    The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.

  • Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes

    This article explains the basics of capital gains taxes when selling a home.

  • Two Tax-Friendly Retirement Plans for the Self-Employed

    Setting up a retirement plan provides a way to help shelter more income from taxes and save money for the future.

  • How a Family Limited Partnership Can Power an Estate Plan

    A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.

More Newsletters »

Calculators

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Lifetime Earnings

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

  • Mortgage Acceleration

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

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

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