Lisa's story. We look forward to hearing yours.
Lisa Barram
President
“To me, happiness is helping others. If you can make a positive impact in someone else’s life, they will, in turn, make a positive impact in another’s life and so on. We can change the world one act of kindness at a time.”
Leadership & Founding Retirement Prosperity Group
Lisa Barram is President and co-founder of Retirement Prosperity Group and Prosperity Advisers, LLC. She comes into this industry with a personal passion after seeing her family lose wealth they could never recover.
Lisa emphasizes education in her approach and is guilty of requiring several appointments before she feels the education and planning process is complete for anyone she works with. Lisa is the creator of the Retirement Prosperity RoadmapTM process which helps clients create a holistic and complete plan for their unique needs and goals.
Creating Holistic Retirement Strategies
Lisa finds great pride in providing her clients with a holistic retirement income strategy, where things are looked at - from Social Security maximization, inflation protection, possible sources of guaranteed income and alternatives to traditional long-term care insurance are reviewed. She also works to make sure her clients plans are coordinated with other professionals to address tax planning and estate planning. Her goal in helping clients is to enable them to feel confident in their plans and enjoy their retirement.
A History of Education and Community Impact
Before becoming a financial professional, Lisa worked for nearly two decades tutoring underprivileged women and children, pioneering new programs and partnering with national church groups, civic leaders and celebrities to open over 220 community literacy centers, after- school tutoring and education programs around the country.
Lisa has been a mentor and national spokesperson for programs like Life Care Funding, having dedicated years to training more than 250 top financial and legal professionals around the country, helping them educate clients about new solutions for holistic approaches to wealth management, retirement planning and long-term care solutions. Lisa created hundreds of training videos to help brokers and advisers offer holistic planning to the clients they serve.
Continuing Education and Professional Development
Lisa invests in her own education and is a member of the Ed Slott Master Elite IRA Advisor Group, keeping herself up to date on IRA laws and rules and how they impact clients plans and their future.
Lisa believes that a well-informed client is empowered to make his or her own best decisions. Her mission is to bring real education to the financial services space so that every person has the opportunity to enjoy financial wellness at whatever stage of life they are in, accumulation or their retirement years.
Lisa has been published and quoted in Forbes, The Huffington Post, Inc., Entrepreneur and Philly.com and featured on Fox 29 News.
Family and Life Outside the Office
Lisa and her husband, Daniel, are the proud parents of three beautiful children, Nico 16, Teagan 12 and Liliana 5.
“Being with my family is by far my favorite activity.” Lisa says. “We usually do anything we can outside - we love bike rides, kayaking, hiking and anything outdoors. If it’s just too cold, we layer up for some fun in the snow, if we are inside we all love to read or play hide & seek or play cards and we love to cook together.”
Have Questions for Retirement Prosperity Group?
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.