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.

lisa-barram

Lisa Barram

President

daniel-barram

Daniel Barram

LEAD INVESTMENT ADVISER REPRESENTATIVE, RICP®

jennifer-jacobs

Jennifer Jacobs

Client Services Director

Mario-Nardone

Mario Nardone, CFA

Chief Portfolio Strategist

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Ed Rivas

INVESTMENT ADVISOR, CLU, ChFC

meg-mccartney

Meg McCartney

Online Marketing Director

darla-taylor

Darla Taylor

Director of First Impressions

allen-heffler

Allen Heffler

Medicare Expert, CLU, ChFC

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 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. 

guy-matthews

Guy F. Matthews

Estate Planning Attorney

david

David Wingate

Certified Elder Law Attorney

evan-farr

Evan H. Farr

Certified Elder Law Attorney

morris-gocial

Morris Gocial

CPA

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Gene H. Levick

CPA

amada

AMADA SENIOR CARE

 Home Care & Long-Term Care Services

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Nick Stovall

Advanced Tax Strategies

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