Croft Financial Planning, LLC is a financial planning firm that provides services on a one-time engagement basis. Croft Financial Planning does not manage investments. The firm offers financial planning services covering areas like business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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.
Hourly Rate:$350/hr
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