A complete list of active advisors currently associated with The Retirement Readiness Institute

Warmer can help you find a great advisor at The Retirement Readiness Institute or one who fits your needs even better.

The Retirement Readiness Institute provides investment advisory and financial planning services to individual investors and to employer-sponsored retirement plans, including pension and profit-sharing plans. The firm offers ongoing portfolio management, financial planning, and pension consulting services tailored to plan demographics and participant needs. The firm’s investment process emphasizes technical analysis — notably Point & Figure charting and relative strength — to construct client asset allocations and manage equity exposure, and it typically operates on a discretionary basis. It also offers plan-level services such as 3(21)/3(38) fiduciary roles, participant discretionary allocation programs, and enrollment/education support for plan participants. Compared with many solo independent advisers, the firm’s regular engagement with pension and profit‑sharing plans and its formal pension consulting/plan‑administrator services are distinctive. The brochure also discloses that the adviser requires use of its recommended custodians and that key personnel conduct outside business activities (including insurance sales and a senior‑support service), which are identified as potential conflicts and are described in the firm’s disclosures.

To learn more about the advisors currently working at The Retirement Readiness Institute, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Craig Freedman	Boca Raton, FL	27

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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