Jennifer B. Barthol, CEP -


Estate, Retirement and Financial Planning Educators, LLC Founder/President
14019 SW Fwy, #301 Sugar Land TX 77478
Phone: 832-444-6160

Estate, Retirement and Financial Planning Educators, LLC

First, I would like to thank you for visiting. I am a Certified Estate Planner, designated by the National Institute of Estate Planners. I obtained my undergraduate degree in Finance in New York State and Paralegal Studies Certification from Long Island University, Brooklyn NY in 1993. I am also a licensed insurance agent. I have worked in the banking and insurance industries for over thirty years collectively followed by a career working with estate planning attorneys in New York State. I relocated to Houston TX in 2004 and have worked with several financial services organizations before starting my own company in 2020.

Generally, there are five questions most investors have: How much will I need when I retire? How long will it last? How safe is my money? What will it cost? Who will manage my personal or business affairs or take care of minor children if I become incapacitated or die?” I address these concerns and have achieved significant success for several hundred investors. Finding a suitable financial coach can be daunting so shop around. If you choose me as your coach, I will exercise wisdom with your assistance to accomplish your financial, retirement and estate planning goals. Protect your assets, transfer wealth and leave a memorable legacy through strategic financial, retirement and estate planning. I look forward to being of service.

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