(617) 930-0106

About ForePoint Retirement

Financial planning and fiduciary advisor services for businesses and individuals. 

ForePoint Retirement is a local retirement plan consulting and financial planning practice focused on developing the correct solutions for clients. At ForePoint Retirement, we act as a fiduciary, placing our clients interests above all else.

We realize that every retirement journey is different, and we will conduct a soup to nuts financial analysis which guides our clients to establishing realistic goals customized to their specific situation. Throughout our journey with clients, we find that we can provide the right solution and not be bothered by any firm mandates or proprietary requirements – we’re truly independent.

Meet

Brad Croall

Brad Croall, Practice Lead, has been in the financial services industry for nearly twenty years. His path began in customer service, learning the important fundamentals of the financial service business and then transitioned into roles in both investment management as well as retirement plan consulting. Brad’s passion is to solve complex financial issues for clients while providing easy to understand guidance.

Brad and his family reside in his hometown of Quincy Massachusetts, where he served in elected office for nearly a decade. He credits his experience as a City Councilor with his ability to better understand the socio-economic issues that people face every day and help clients reach their goals.

Brad brings a unique perspective to his role based on his own health challenges.  He explains, “Out of the blue, I was diagnosed with Stage 4 kidney failure in early 2021. This was a shock to my then-pregnant wife and two young children. My disease progressed, and I found myself under serious medical supervision. I was extremely lucky to receive the gift of life in 2023 with a kidney transplant. It was a happy ending to an otherwise long road, but I know that I’ve grown in my understanding of the importance of carefully planning for the unexpected.”

Brad holds a Bachelor of Science degree from the University of Massachusetts Dartmouth and Series 7 and 66 certifications.  He has an active Life Accident and Health producer’s license. Brad recently completed a two-year program through the Wharton School of Business to achieve his industry-recognized Certified Employee Benefits Specialist (CEBS) designation. In 2022, Brad completed a Financial Planning certificate program at Bryant University.

Outside of work, Brad enjoys spending time with his wife Lori and three children Patrick, Bryan and “Sweet” Caroline. He stays active in the community coaching youth sports and supporting several local non-profit organizations.

Get in touch

Contact Brad Today

ForePoint Retirement, LLC
21 Franklin St, Suite 15
Quincy, MA 02169

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