ABOUT OUR RETIREMENT PLANNING FIRMS

Here’s our story. We look forward to hearing yours.

Prosperity Advisers, LLC & Retirement Prosperity Group

Our mission is to help you to Invest With Confidence and Live Your Dreams.

Our areas of experience include Wealth Management, Financial Planning, Cash Flow and Retirement Income Planning, Social Security Maximization Strategies, Asset Preservation and Protection, Estate and Tax Planning, Advanced Strategies for High Net Worth Investors, Long-Term Care Solutions, Life Insurance, Annuities and Retirement Accounts.

Helping individuals, business owners and families is not a business for us, it's a personal passion. We believe in holistic financial planning, an approach that dictates your entire financial picture be viewed together, a as part of a whole.

We do not believe you can do wealth management without also considering someone's tax planning, their estate planning and their short term and long term goals.

And so, we are independent financial services firms helping individuals create a strategy that is completely unique to them, to their goals and dreams.

OUR FIRMS

Under the banner of Retirement Prosperity Group we are independent insurance professionals, which means we are not beholden to any specific insurance companies or products, and we have access to any insurance products that would be good for our clients and their families; including Life insurance, New Long Term Care solutions, Annuities and other insurance products, all of which are offered through licensed professionals of Retirement Prosperity Group.

And at Prosperity Advisers LLC, our approach to Investments and financial planning is similarly independent, we are not working for anyone other than the clients that hire us. We are a Fiduciary based investment firm which means we are not ever paid a commission for investments.

Our comprehensive investment approach includes tax planning, business owner planning, Estate Planning integration and reviews, social security coordination and cash flow or retirement income planning.

Advisory Services are offered only by duly registered individuals through Prosperity Advisers LLC, an SEC Registered Investment Adviser.

Lisa Barram

President

Daniel Barram, RICP^®WMCP^®Chief Investment Officer & CEO

^{Strategic Partners}

^{Larry Swedroe}Chief Investment Strategist

Austin Benoff

LEAD INVESTMENT ADVISER

LYDIA SMITH

DIRECTOR OF CLIENT SERVICES

Mollie Kate Clayton

CLIENT SERVICES SPECIALIST

Michelle Corley

CLIENT SERVICES

Michelle McIntyre

CLIENT SERVICES

Madison Dwyer

CLIENT SERVICES

OUR STRATEGIC PARTNERS

At Prosperity Advisers, we believe that all of your professionals, including your financial advisor, attorney and accountant, should be working together as a team in order to help you maximize your retirement resources, as well as the transfer of wealth to your family in a protected and tax efficient manner.

As part of our strategic partnership with other professionals, we work closely with estate planning and elder law attorneys who are experts in wealth preservation, asset protection and asset transfer planning strategies. The CPAs we work with are experts in individual tax planning, taxes for small business owners, forensic accountants and advanced tax planning strategies. We also work with various planning experts for families who have children with special needs.