Croft Enterprises, LLC

Specialties

Croft Enterprises LLC is an Integrated Financial 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 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, please call us at 612−332−8133 or email us at info@​croftenterprisesllc.​com

History

Established in 2008.

Croft Enterprises LLC takes pride in the fact we specialize in 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 conservative in nature? We make sure we understand what you would like 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» and then prioritize which services you would like to hire us for.

Some services may not be applicable to you today; however we feel at Croft Enterprises LLC most of our services apply to everyone. We like to be viewed at Croft Enterprises LLC as transparent, genuine, real people, an ability to relate to all people, fair, respectful, and advocates for you.

Meet the Business Owner

Paul C.

Business Owner

Paul Croft is the Principal and Founding Member of the firm. His experience includes seven years representing the world’s largest life insurance company, where he built a Comprehensive Financial Planning Practice with 500 of his own clients, primarily in the Midwest.

Paul is a specialist in the areas of: Risk Management, Survivor Income, 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 two 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 Minneapolis, MN. His activities and interests include: hockey, golf, water skiing, listening to music, dancing, traveling, and public speaking, impacting and influencing the lives of other people.