Betsy (BJ) English's Page

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Jana Backofen left a comment for Betsy (BJ) English

Hi BJ...it's been a while...the last time we were together was at a BWC luncheon downtown...at least two years...would love to reconnect! All the best, Jana

Jun 3, 2009

Profile Information

Company Name: Raymond James & Associates

My title responsibility in the company is:: Vice President

I offer the following products/services:: I am a Certified Financial Planner offering the following services:
• General Planning
Net worth statement; Cash flow analysis; Objective review of work benefits (stock options, pensions, insurance, etc.) and all personal life and disability insurance policies
• Retirement Planning
Assist with determining retirement needs for selected retirement ages and rates of return; Specialized in retirement income planning and restructuring of assets to support retirement needs; IRA minimum required distribution (MRD), Education on Medicare, Medicaid and Long Term Care.
• Investment Planning
Review of all current investments; Review of your asset allocation and level of diversification within your aggregate portfolio; Recommend tax efficient investment strategies and offer education on your choices for investment types, account options and their costs.
• Estate Planning
Will and trust design strategies; Property ownership alternatives; Estate tax reduction techniques; Qualified plan distribution; Family gifting strategies; Charitable planning; Inherited IRA tax planning.

Best Phone Number:: 317-577-6005

Website:: http://www.EnglishFinancialGroup.com

Target market(s):: Individuals aged 45 to 70 who are serious about planning for their retirement and those who need retirement income planning strategies to remain retired.
I also work well with privately owned businesses and the complicated needs of business succession and small business employee plans.
Corporate Executives and/or high level employees with company stock options who can benefit from option strategies that could save them hundreds and sometimes thousands of dollars.

City of Residence: Fishers

State of Residence: Indiana

My business is located in the following COUNTY (i.e. Marion County): Delaware

Categories that best describe my business are:: Home – Buying & Selling

Business address to be used for a CBNA Google Map:: 9865 E. 116th Street, Suite 800 Fishers, IN. 46037

Have you invited Jesus Christ into your heart and life as your Lord and Savior?: Yes

I believe that Jesus is the Christ the one and only Son of the living God: Yes

I strive to honor the Lord Jesus in my business practices.: Yes

Comment Wall (4 comments)

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At 5:55pm on June 3, 2009, Jana Backofen said…: Hi BJ...it's been a while...the last time we were together was at a BWC luncheon downtown...at least two years...would love to reconnect!

All the best, Jana

At 9:22am on October 1, 2008, Sam Murphy said…: Ms. English,
Was a pleasure meeting you last night at the Raymond James get together. May you have the "best" day ever in business. And remember if you know anyone wanting to buy or sell real estate. I provide the best service in the area.

At 6:36pm on September 1, 2008, CBNA Leadership said…: Just checking on you to see if all is well.
My desire is to see you get as much benefit as possible from your membership on this network. Based on your profile and activity here are a couple of suggestions to help people see and find you:

1. Join the Hamilton County Indiana Group.
2. Join the Indiana Group
3. Post a blog on your industry providing good information we should know. This too will help others find you.
4. Review blogs and discussions started and offer a reply.

If you have any questions regarding these suggestion, click on Forum at the top of the main page and reply to the discussion "Your Questions, Comments and Suggestions Regarding THE NETWORK'.

At 7:21am on July 30, 2008, Todd Cooper said…: BJ,

Thank you for the note. I look forward to meeting you as well. Are you going to practice perfect today? If so, we may run into each other.

Best regards,

Todd