Specialties
Croft Enterprises is an integrated financial & tax consulting firm. We take a macro view of your overall financial picture and make recommendations based on your core values first and then your needs. We believe your Financial Plan requires a strong foundation of health insurance, disability income insurance, life insurance, a tax plan, a strategic mortgage plan, along with positive cash flow. Most people are deceived by thinking the more money they make, the more discretionary income they will have in their financial affairs.
We have found, more often than not, the more money you make the more expenses you will have. We take the "Bridge & Water" approach to your financial consultation. If you would like learn more or contact us.
History
Established in 2008.
Croft Enterprises takes pride in the fact we specialize in taxes, along with risk management and life insurance. We understand the tough decisions made to protect what is important to you. Risk means different things to different people. People take different risks. Are you a risk taker or more conservative in nature? We make sure we understand you, your GOALS, and what is worth protecting.
We are excited to introduce to you our "Integrated Process," which we sometimes refer to as the "Desire Model." We identify areas in which you would like assistance in and then help bring "clarity" & prioritize which services you would like or need help in.
Some services may not be applicable to you today; however we feel at Croft Enterprises most of our services apply to everyone. We like to be viewed at Croft Enterprises as transparent, genuine, real people, with an ability to relate to all people. We also will treat you fairly, respectfully, and advocate on your behalf.
Meet the Business Owner: Paul C.
Paul Croft is the Principal and Founding Member of the firm. His experience includes 16 + years in the financial & tax services business. Paul has owned Croft Enterprises for 9+ years & is located in Chicago & Minneapolis.
Paul is a specialist in the areas of: Life Insurance, Executive Benefits, Annuities, Life Insurance on Children, Disability Income Insurance, Retirement Funding, and Education Funding.
During Paul's career he has earned licenses in life insurance, accident and health insurance, variable contracts, as well as the NASD, Series 6 and 63. Also, he has logged 4 years working as an Investment Advisor Representative (IAR) in a Registered Investment Advisor Firm (RIA).
Paul grew up in Two Harbors, MN and now resides in Chicago, IL. His activities and interests include: hockey, golf, water skiing, listening to music, dancing, traveling, and public speaking. He is passionate about impacting and influencing the lives of other people and helping them make wise decisions.