Rick English, CLU, ChFC, CAP

Rick English, CLU, ChFC, CAP

Phone: 817-462-4283
Fax: 817-525-2383
E-mail:


Rick English has earned his Chartered Advisor in Philanthropy designation and specializes in Charitable Estate Planning. A twenty-five year resident of the D-FW area, he has worked in the financial services industry since 1991.

 

Rick received a B.A. degree from Southwest Texas State University in 1975. He later received his Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and his Chartered Advisor in Philanthropy (CAP), a curriculum inside the accredited Masters of Science in Financial Services (MSFS) program, all designations through The American College. He is also an Investment Advisor Representative (IAR) and Registered Representative of Tower Square Securities, Inc.

 

Charitable giving is important to Rick. He enjoys showing his clients how to potentially decrease taxes; secure the inheritance for their family; and, establish a legacy of value and values to others with their social capital. Rick says,

 

“ . . . my job is to enrich the lives of my clients through the joy of giving, whether that be through financial, retirement, estate, or charitable planned giving.”

 

Rick has been published in numerous state and national magazines and newsletters. He regularly speaks at civic and religious group meetings.    

 

Rick and his wife, Marlene, have been married for twenty-eight years and live in Arlington, Texas.

 

 

Area's of Concentration

 

     Retirement and Estate Planning

     Charitable Gift Planning

     Planning for Long-term Care