Lucy Barrera

About Lucy Barrera

As a Medical Professional 🥼, it’s no secret that you have unique financial needs. In the noble pursuit of diagnosing health issues and avoid potential health complication for your patients, how often do you assess your own financial risk? It\'s time to take a closer look at securing your income and assets in case of illness or injury. Might it be time for a closer look? After all, you’ve worked hard to get where you are and build a successful practice. But what happens to your income and assets if you cannot work due to illness or injury? Can you keep the same lifestyle, career goals, and financial future? I specialize in working with medical professionals to help with the following: Protect your income if you are unable to work or unable to perform your duties Continue retirement contributions Cover business expenses Protect any business partners Protect your revenue if a key employee is disabled. Build wealth that can be easily accessed without tax penalties I help my clients with strategies that can help with: Making decisions about saving enough for retirement and tax-saving strategies. Protecting those who depend on you in the event you die prematurely A comprehensive financial need analysis Solutions to recruit, retain, or reward employees. My financial strategy process is designed to help my clients in many ways, including: Increase your financial confidence that you can persevere through unexpected events I help you to feel empowered to live a more confident, successful, and financially prepared life. Prepare you for life events, transitions and minimize taxes. Worry less about your finances and more time with your family. Doctor, you are in the Profession of caring for others, and you deserve that same level of care when it comes to your financial security. I can help you understand your financial goals and tailor a plan to solve your challenges by finding a strategy that meets your needs. I invite you to message me here on LinkedIn or schedule a 15-minute Financial Check-up to discuss your needs. With my virtual services, I can guide you without leaving your home or Practice. Click here to schedule time on my calendar: principal.meet.ci/lucybarrera 37••••••••24

Experience

1. Senior Financial Representative, Principal Securities Registered Representative

   Principal Financial Group

   Dec 2018 — Present

Education

• California State University-Los Angeles

  Bachelor of Applied Science (B.A.Sc.)

  2004 — 2007