Client Centered: Education Professionals
Education professionals face specific retirement-planning needs to retire on time and with the income they require. Click below to receive a FREE e-book: Retirement Questions for Educators.
Our business is built on a foundation of thoughtful client relationships. It all starts with a conversation.
English Financial Group Overview
English Financial Group [EFG], established in 2013, is a professional services business concerned with the efficient use of personal and business economic resources. Dedicated to assisting clients with their greatest financial concerns, EFG customizes strategies that can grow with clients through the many milestones of life. As an independent fiduciary, EFG acts in the best interest of the individual or business. Focused on client loyalty, EFG provides financial services and strategies including but not limited to:
- Investments,
- Florida Retirement System Pension, Investment & DROP Planning,
- Buy Sell Agreements,
- Business Planning,
- Life Insurance,
- Disability Insurance,
- Retirement Planning,
- Wealth Transfer,
- Wealth Distribution,
- Long Term Care Planning,
- Estate Planning,
- Social Security Planning,
- Traditional and Roth IRAs,
- Business Partnerships, and
- Community Education Seminars/Webinars.
Financial management is the life blood of business organizations as well as personal goals. With more than 20 years of financial experience combined with formal education as well as national licenses and distinctions, Brian English provides one-on-one individual financial consultations, putting the power of personal attention to work for each client or prospective client. Discovering a unique solution, co-created with each client, is his ultimate goal.
EFG’s mission touts the importance of guarding, planning, and investing. EFG is a good and faithful steward of clients’ money, resources, and time. We provide options for clients that synergize with their individual goals and dreams. To do so, careful implementation and management of available financial products, coupled with critical financial strategies provide the best possible outcomes.
The Wakulla Office is centrally located in Crawfordville, to provide greater accessibility along with a warm hometown approach.
Important Information About Your Social Security Account
We’d like to remind you to review your Social Security Statement online. The Statement has important Social Security information and, if applicable, estimates of your future benefits.
If you are working, we encourage you to check your Statement yearly to make sure your earnings record is correct. The Statement also will help in planning your financial future.
To view your most recent Statement, please visit www.socialsecurity.gov/reviewyourstatement and sign in to your account.
On June 10, 2017, SSA added a second method to verify your identity each time you sign in to your account. This is in addition to your username and password. Using two ways to identify you when you log on will help better protect your account from unauthorized use and fraud. Now, when you sign in to your account you will complete two steps:
- Step 1: Enter your username and password.
- Step 2: Enter the security code we send you by text message or email, depending on your choice (your cell phone provider’s text message and data rates may apply).
Retirement Ready for Workers 49-60
If you'd like a 1:1 financial consultation, please e-mail or give us a call. 850.926.7487 We are here to help you navigate your retirement.
Years of experience have prepared us to guide you through your life transitions.
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