Brett Croft is a CFA, CFP-designated registered investment advisor at Croft Financial Planning, based in Newbury, NH, with 14 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Divorce Planning, Estate Planning, and 5 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Business Planning: Consulting services for clients who operate their own business, are considering starting a business, or are planning for an exit from their current business.
- Cash Flow and Debt Management: Review of income and expenses to determine surplus or deficit, advice on prioritizing debt payoff, and recommendations on cash reserves.
- College Savings: Projecting college funding needs and advice on savings strategies.
- Employee Benefits Optimization: Review and analysis of employee benefits, or recommendations for business owners on benefit programs.
- Estate Planning: Analysis of estate tax exposure and current estate plan, with recommendations for minimizing future estate taxes. Clients are advised to consult with a qualified attorney.
- Financial Goals: Help clients identify financial goals and develop a plan to reach them.
- Insurance: Review of existing insurance policies to ensure proper coverage.
- Investment Analysis: Developing an asset allocation strategy, providing information on investment vehicles and strategies, reviewing employee stock options, and assisting in establishing an investment account.
- Retirement Planning: Projections of the likelihood of achieving financial goals, focusing on financial independence. Advice on distribution strategies for those near or in retirement.
- Risk Management: Analysis of exposure to major risks and advice on minimizing such risks.
- Tax Planning Strategies: Advice on minimizing current and future income taxes.
Contact
Brett Croft
Location
Newbury, NH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Croft Financial Planning
Previous Registrations
Manchester Capital Management LLC
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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