What We Do
Net Worth. Life Worth.
At Croft Enterprises, we take a comprehensive, integrated approach to your financial plans.We look at tax planning in an innovative way—as a way to drive your investments.
We don’t separate your net worth from your life worth. We know your financial planning and lifestyle planning are connected. We know your tax planning and retirement planning are connected, too.
Indeed, your taxes, investments, legal matters, insurance, and retirement should all be connected in a truly comprehensive financial plan—the kind of plan that only Croft provides.
Thus, when we meet you, we want to know your aspirations so that we can build a comprehensive plan for steady growth and progress toward your goals.
We aim to build both net worth and life worth, based on a relationship of friendship and trust.
Once we have plotted your path to financial success, we can also discuss the partnerships we offer for explosive growth.
Why Croft (1:44)
Learn how Croft is structured to provide strategy rather than to sell products and how Croft is a natural fit for business owners like Mark.
The Beginning (1:40)
Learn how Croft provides expertise for people like Mark with diverse insurance and financial needs.
Life Goals (2:36)
Learn how Croft’s Life Worth Exercise helped even a person like Mark, who has financial expertise.
A True Partnership (3:55)
Learn how Croft’s Balance Sheet Exercise helped Mark when it came to obtaining credit for his family business.
Who We Are
We help you achieve your life aspirations with comprehensive integrated financial services.
Why We Do It
At Croft Enterprises, we care as much about your life worth as your net worth.