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At English Financial Group we believe in taking a big picture approach to financial planning.  There are many pieces to the puzzle and all facets of your plan must work together to accomplish your overall goal.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


Brian C. English




Brian is the President and CEO of the English Financial Group and began his career in financial services in 2004. To better serve his clients Brian has studied and achieved the Chartered Financial Consultant designation and the CASL....

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Jordan Lee

Financial Advisor



Jordan provides full-time EFG financial services. With a Bachelors degree in Business Administration as well as prestigious financial certifications he is equipped to offer individual financial planning effectively and efficiently.

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Karen J. Wells, M.S., Ed.S., CLRP

Director of Education and Development



Wells shares, “As a consumer, I have found myself overwhelmed and confused, regarding which investments or insurance vehicles are most appropriate. Educating, networking, developing, and helping individuals obtain success in...

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Tanya English

Director of Communication & Retirement Planning

English states, “We are committed to improve the lives of others. Working for the growing and influential English Financial Group is excited. We have a heart for the business and more importantly, each client. Helping individuals...

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