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 Retirement Income Planning, Social Security Maximization Strategies, Wealth management and preservation Strategies, Estate and Tax Planning, Advanced Strategies for High net worth clients, Long-Term Care Solutions, Life Insurance, Annuities and Retirement Accounts.

lisa-barram

Lisa Barram

President

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Daniel Barram

LEAD INVESTMENT ADVISER REPRESENTATIVE, RICP®,

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Jennifer Jacobs

Client Services Director

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Ed Rivas

INVESTMENT ADVISOR, CLU, ChFC

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Meg McCartney

Online Marketing Director

darla-taylor

Darla Taylor

Director of First Impressions

rick-solofsky

Rick Solofsky

Health care & Medicare

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 manner.  

In keeping with our mission to empower clients to make informed decisions and take control of their retirement futures, we often work with CPAs and attorneys to ensure that your plan is well coordinated and complete.

As part of our strategic partnership with other professionals, we work closely with an estate planning and probate attorney who is also an expert in wealth transfer planning strategies for clients who have children with special needs.

guy-matthews

Guy F. Matthews

Esquire

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Morris Gocial

CPA

gene

Gene H. Levick

CPA

amada

AMADA SENIOR CARE

 Home Care & Long-Term Care Company

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