Jennifer B. Barthol, CEP - SafeMoney.com

Texas

Contact-image
Estate, Retirement and Financial Planning Educators, LLC Founder/President
Address:
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.

CEP Image

NRR1 AdvisorAIG AdvisorRSR Advisor

Contact this advisor



Other information

Other information:

SafeMoney.com is not affiliated with the financial professional listed on this page. SafeMoney.com holds no liability for any actions, advice, or recommendations given by this financial professional or any decisions made by a client in conjunction with this financial professional. Please conduct your own due diligence before hiring any financial professional.

Proud Member

 FBIC LogoHorizSOFA Logo1

Contact Info

Safe Money Broadcasting Home no glow img

1107 Key Plaza #450
Key West FL, 33040-4077
1.877.476.9723
(877.GROW.SAFE)

Find a Financial Professional

bottom map

;