Lucy Barrera

Background

About Lucy Barrera

As a Medical Professional 🥼, it’s no secret that you have unique financial needs. You help people discover what’s not working with their bodies every day, often uncovering risks not easily seen. But how often do you examine your own financial risk? 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 are unable to 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 If you died prematurely A comprehensive financial need analysis Solutions to recruit, retain or and 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 should get that same dedication in return. I can help you to understand your financial goals and tailor a plan to help solve your challenges with the process of finding a strategy that helps meet your needs. I invite you to send me a message here on LinkedIn or schedule a quick 15-minute Financial Check-up where we can talk about your specific needs. I can guide you without leaving your home or Practice with my virtual services. Click here to schedule time on my calendar: principal.meet.ci/lucybarrera 1885823-112021