Founder/President - Certified Estate Planner at Estate, Retirement and Financial Planning Educators, LLC
Sugar Land, Texas
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™
Phone: 832-444-6160
Email: [email protected]
Website: https://erfpe.com/
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.
Jennifer Barthol is the founder of Estate, Retirement and Financial Planning Educators, a values-driven firm dedicated to empowering individuals, families, and business owners with financial clarity and confidence. With decades of experience serving clients in Sugar Land, Houston, and throughout Texas, Jennifer specializes in helping high-net-worth individuals and professionals create strategic retirement income plans, protect their wealth, and build lasting legacies.
Jennifer's mission is simple: close the knowledge gap left by traditional financial education. Her customized financial blueprints support clients through every phase of life—whether it's preparing for retirement, navigating business exits, securing key person protection, or building intergenerational wealth.
As a Certified Estate Planner and proud member of the National Institute of Certified Estate Planners (NICEP), Jennifer collaborates closely with a trusted network of tax, legal, and financial professionals. This multidisciplinary approach ensures that each plan is both comprehensive and uniquely tailored.
Her career began in New York as a Registered Annuity Correspondent, followed by a role as an Estate Planning Paralegal in the late '90s. Today, based in Houston, Texas, Jennifer continues to make a national impact—guiding clients toward secure financial futures and mentoring life-licensed agents who are ready to build flexible careers or lead agencies of their own.
A passionate advocate for financial literacy, Jennifer leads with her core belief: "When people are educated about anything, they make better decisions."
She proudly supports our nation's service members and veterans—VA Proud. Thank you, Veterans.
Contact Jennifer today to discuss your retirement income planning and estate planning needs in Sugar Land, Texas.
Contact for service area information
No media available
No upcoming events
No recent updates
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.
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.
Yes, Jennifer B. Barthol, CEP® is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
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.