Estate, Retirement and Financial Planning Educators Founder is focused on building customized financial blueprints for Individuals, Families, Teachers, Students, Pre-Retirees, Retirees and Business Owners.
Led by Certified Estate Planner, Jennifer B. Barthol, she collaborates with financial, tax, and legal experts to offer comprehensive financial planning and wealth protection strategies. Jennifer is a member of NICEP (National Institute of Certified Estate Planners) & NAIFA (National Association of Insurance and Financial Advisors), She began as an Annuity Correspondent – Registered Representative in New York State and later, in the late 90s, as an Estate Planning Paralegal. She presently resides in Houston TX.
Services include Trust & Will Centered Estate Planning, Estate Tax Reduction, Business Equity Transfer, Annuities, Life Insurance, Final Expense, 401K, 403B, 457 Rollovers, Notary Services.
Jennifer recruits life licensed agents to promote financial literacy nationwide. Her Mantra: “When People Are Educated About Anything, They Make Better Decisions”. She is VA Proud. Thank you Veterans.
