Headquartered in downtown Crawfordville at 71 Songbird Avenue, Suite B, Crawfordville, FL 32327 (`(850) 926-7487`), English Financial Group, LLC (`Florida Sunbiz Doc# L16000161479`) is Wakulla County's premier independent fiduciary retirement income, long-term care funding, and comprehensive wealth management practice. Founded and led by President & CEO **Brian Campbell English, ChFC®, CASL®, CLTC®, RICP®** (`FINRA/SEC Individual CRD# 4779466`, 22+ years of securities experience since 2004, B.S. in Business Administration from Mercer University, `0` customer dispute or disciplinary disclosures) alongside Financial Advisor **Jordan Lee, ChFC®** and Crawfordville-native Director of Operations Megan Smith, the firm offers securities and fiduciary investment advisory services through SEC-registered investment adviser and FINRA/SIPC broker-dealer **Osaic Wealth, Inc.** (`Firm CRD# 23131` / `SEC File #801-33856`). Holding four specialized senior planning credentials — **Chartered Financial Consultant® (`ChFC®`)**, **Chartered Advisor for Senior Living® (`CASL®`)**, **Certification for Long-Term Care (`CLTC®`)**, and **Retirement Income Certified Professional® (`RICP®`)** — Mr. English specializes in senior living and extended-care funding strategies, Florida Retirement System (FRS) DROP and pension optimization, Social Security timing, Required Minimum Distribution (RMD) and Roth conversion tax sequencing, and multi-generational estate preservation for retirees across Crawfordville, Shadeville, Medart, Panacea, Sopchoppy, and St. Marks.