About Our Firm

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

Retirement Prosperity Group

The mission of Retirement Prosperity Group is to help you to Retire With Confidence and Live Your Dreams. Our primary areas of experience include Wealth Management, Retirement Income Planning, Social Security Maximization Strategies, Asset Preservation and Protection, Estate and Tax Planning, Advanced Strategies for High Net Worth clients, Long-Term Care Solutions, Life Insurance, Annuities and Retirement Accounts.

Helping individuals and families is not a business for us, it's a personal passion. We are also happy to have the opportunity to help Federal Employees by being an approved Webinar host through their provided Pre-Retirement Strategy Webinars.

We are a group of independent financial services firms helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Life insurance, long-term care, annuities and other insurance products are offered through licensed professionals of Retirement Prosperity Group. Investment advisory services are offered only by duly registered individuals through Prosperity Advisers LLC, a Registered Investment Adviser.

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Lisa Barram

President

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Daniel Barram, RICP®

Lead Investment Advisor Representative

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Austin Benoff

ADVISER

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KATIE FITZGERALD

CLIENT SERVICES ASSOCIATE

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Jessica Downie

DIRECTOR OF FIRST IMPRESSIONS

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LYDIA SMITH

Client Services Associate

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WILL FEULNER

CLIENT SERVICES ASSOCIATE

Our Strategic Partners

At Retirement Prosperity Group, 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. 

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Guy F. Matthews

Estate Planning Attorney

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AL DePALANTIO

CERTIFIED PUBLIC ACCOUNTANT

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Gene H. Levick

CERTIFIED PUBLIC ACCOUNTANT

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Morris Gocial

CERTIFIED PUBLIC ACCOUNTANT

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NICK WALTER

Healthcare and Medicare Expert

Carol Foley

Carol Foley

Healthcare and Medicare Expert

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AMADA SENIOR CARE

 Home Care & Long-Term Care Services

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