Crofton Capital Manaagement
Our Services
Crofton Capital Management provides comprehensive wealth management solutions that are customized for each clients' needs. We specialize in the following areas:
Personal
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Financial Planning Analysis & Review - Asset Allocation Analysis & Recommendations
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Insurance Analysis and Review - Life, Long-Term Care, 2nd to Die and Business
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529 College Savings Plans
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1031 Property Exchanges - Tenants in Common (TIC), Delaware Statutory Trust (DST)
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Executive Stock Option Analysis and Restricted (Rule 144) Stock assistance
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10b5-1 plans
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Alternative Investments - Real Estate, Oil & Gas, Equipment Leasing, Etc.
Corporate
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401k Establishment, Servicing, Takeover and Employee-Education
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Fiduciary Review - Investment Policy Statement & Prudent Process Creation
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Group 529 & Long-Term Care Insurance
Foundations/ Non-Profits
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Family Foundation - Fiduciary Review & Investment Managment, Gifting and Administration Assistance, Compliance Analysis
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Non Profits - Retirement plan design and servicing