Jennifer B. Barthol, CEP®

Founder/President - Certified Estate Planner at Estate, Retirement and Financial Planning Educators, LLC

Sugar Land, Texas

Quick Answer

Jennifer B. Barthol, CEP®, Founder/President - Certified Estate Planner, is a licensed independent financial professional at Estate, Retirement and Financial Planning Educators, LLC in Sugar Land, Texas with 25+ years of experience. Specializing in Estate Planning, Retirement Income Planning, High Net Worth Planning. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

✓ SafeMoney Certified™

Contact Jennifer B. Barthol, CEP® in Sugar Land, Texas

Phone: 832-444-6160

Email: [email protected]

Website: https://erfpe.com/

Areas of Expertise in Sugar Land, Texas

Estate PlanningRetirement Income PlanningHigh Net Worth PlanningBusiness Exit StrategiesLegacy PlanningWealth Protection

About Jennifer B. Barthol, CEP® — Sugar Land, Texas

Licensed Independent Financial Professional · 25+ Years Experience · SafeMoney Certified™

ERFPE – Estate, Retirement & Financial Planning Educators, LLC, a New York Foundation Advisory Structure, is led by Certified Estate Planner, Jennifer B. Barthol. Jennifer began her career in New York City as a Registered Representative and Annuity Correspondent with experience in estate planning support (paralegal) and multi-state retirement coordination. Her approach aligns estate + retirement planning to work together as intended, resulting in the formation of ERFPE, Estate, Retirement and Financial Planning Educators, LLC. Her process is rooted in education, bringing clarity, direction and informed decision-making. At the core of her philosophy: "Integration is not an add-on; it is the foundation". Estate planning without financial alignment is incomplete. Financial planning without estate coordination is equally incomplete. For insight into how these areas interact and to identify gaps that may impact your long-term outcome, schedule a conversation, visit: Calendly.com/erfpe. ...

Service Areas

Contact for service area information

Media

No media available

Upcoming Events

No upcoming events

Profile Updates

No recent updates

Frequently Asked Questions About Jennifer B. Barthol, CEP® & Financial Advisors in Sugar Land, Texas

What services does Jennifer B. Barthol, CEP® offer?

Jennifer B. Barthol, CEP® at Estate, Retirement and Financial Planning Educators, LLC offers Estate Planning, Retirement Income Planning, High Net Worth Planning in Sugar Land, Texas. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.

Why work with an independent financial advisor?

Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.

Is Jennifer B. Barthol, CEP® SafeMoney Certified?

Yes, Jennifer B. Barthol, CEP® is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.

Is the initial consultation free?

Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.

What should I expect in my first meeting?

Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.