Ceo
CurrentCroft Enterprises is an integrated financial consulting firm. _______________________________________________________________________OUR CLIENTSWe address the unique issues facing working professionals, including 401(k) asset management, health insurance plan selection, disability income insurance, and all things tax-related. The sophisticated planning we provide encompasses life insurance, IRA rollovers, Roth IRAs and Social Security maximization. Our process helps these clients relate their employee benefits and workplace savings to their personal finances, so they get a clear overall picture.We also have special expertise to support the complex issues facing business owners. These include purchasing benefits for the company and its employees, retaining and rewarding key employees in high-value business roles, retirement planning, tax planning, tax preparation, and corporate entity restructuring._______________________________________________________________________WHAT TO EXPECTAt the end of the day, I want to turn your dreams into reality. Whether it’s celebrating your child’s college graduation, retiring on a sailboat in the Caribbean or mastering your golf game in Palm Springs, I’ll build a plan from the ground up to get you there. If you don’t know what you want, I’ll challenge you to dream bigger. :)Our clients tend to be working professionals with deep knowledge and experience in their fields. They’re focused on growing their careers and taking care of their families. I am very proud of how our clients have grown personally, professionally, and financially over the past decade and beyond. It reminds me of a saying: "Be careful of what you ask for, because you may just get it all."_____________________________________________________________________LET’S GET TO KNOW EACH OTHERYou can schedule a phone call with me at a time that works for you here: ► http://go.croftenterprisesllc.co/schedule/
