Lisa Barram is a nationally recognized retirement strategist and co-founder of Retirement Prosperity Group and Prosperity Advisers, LLC. She helps clients build complete, coordinated retirement plans covering guaranteed income, tax-efficient strategies, long-term care, and estate planning.
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Lisa Barram is President and co-founder of Retirement Prosperity Group and Prosperity Advisers, LLC. Her drive for this work is personal: after watching her own family lose wealth they could never recover, she committed herself to making sure others have the knowledge and planning in place before it is too late.
Lisa built her practice on education. She is known for taking the time to walk through every aspect of a plan before making any recommendations, because she believes a well-informed client makes better decisions than one who is simply told what to do. She is the creator of the Retirement Prosperity Roadmap™, a holistic process that brings together retirement income, Social Security maximization, tax strategy, long-term care planning, and full coordination with legal and tax professionals.
Lisa is a member of the Ed Slott Master Elite IRA Advisor Group, keeping herself current on IRA laws, distribution rules, and the real-world impact of tax law changes on her clients' plans. She has been published and quoted in Forbes, Inc., the Huffington Post, and Entrepreneur, and has been featured on FOX 29 News.
Outside the office, Lisa and her husband Daniel are the proud parents of three children. The family stays active: bike rides, kayaking, hiking, and anything else that gets them outdoors.
Building a reliable, inflation-protected income stream so you never worry about outliving your money. Guaranteed income options, Social Security optimization, and cash flow planning.
Learn MoreA complete view of your financial picture: investments, tax strategy, estate coordination, and long-term care. All integrated and working together as one plan.
Learn MoreStrategies to reduce the lifetime tax burden on retirement assets, including Roth conversions, IRA distribution planning, and full coordination with your CPA.
Learn MorePlanning for the care you may need in the future, with traditional and alternative long-term care strategies that protect your assets and preserve your options.
Learn MoreEnsuring your financial plan is coordinated with your attorney and CPA so your wishes are honored, your heirs are protected, and your legacy is preserved as intended.
Learn MoreMaking sense of Required Minimum Distributions, catch-up contributions, Secure Act 2.0 changes, and Medicare authorization so you can make confident, informed decisions.
Upcoming EventsLisa's practice is built on a simple conviction: a well-informed client makes better decisions than one who is simply told what to do. That means slowing down, covering every angle, and making sure each recommendation is understood before anything moves forward.
Retirement planning is not a product. It's a process, and that process should leave you feeling genuinely confident at every stage of life.
No recommendations until you fully understand your options, trade-offs, and the reasoning behind each strategy. Lisa is known for taking the time to get this right.
Income, taxes, healthcare, legacy, and protection are all connected. Your plan needs to address each piece and coordinate them as a whole, not treat them as separate decisions.
Lisa works alongside your CPA, attorney, and other professionals so your financial, tax, and legal plans reinforce each other rather than working at cross-purposes.
A complete plan means you can actually enjoy retirement, knowing every contingency has been addressed and every piece is in place.
We start by understanding your complete picture: income, assets, goals, family situation, and what a successful retirement means to you specifically.
Lisa walks through every dimension of your plan in plain language. You understand the options, trade-offs, and the reasoning behind each strategy before anything moves forward.
We build a coordinated, holistic plan that addresses income, taxes, healthcare, estate planning, and protection. Every element is structured specifically for your life and goals.
You leave with a clear, complete plan and the understanding to feel genuinely confident about your financial future and the decisions behind it.
Schedule a complimentary phone conversation with Lisa. No pressure, no sales pitch. Just an honest conversation about where you are and where you want to be.
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