Jennifer Barthol, CEP®
Estate, Retirement &Financial Planning Educators, LLC
14019 SW Freeway, #301/305
Sugar Land, TX 77478
(832) 444-6160
(888) 251-9843
info@erfpe.com
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June 1, 2021
Jennifer B. Barthol, CEP®
Jennifer B. Barthol, CEP®, founder of Estate, Retirement and Financial Planning Educators (2020) focuses on building customized financial blueprints for Families, Individuals and Business Owners. Jennifer's background in the insurance industry began in the mid-1980s in New York State as an Annuity Correspondent and Registered Representative. Later, she assisted NY residents as an Elder Law & Estate Planning Paralegal after obtaining a certification in Paralegal Studies in the mid-1990s.Jennifer collaborates with financial, tax, and legal experts to offer comprehensive financial planning and wealth protection strategies for her clients. Services include Estate Planning, Estate Tax Reduction, Business Equity Transfer, Annuities, Life Insurance, Final Expense, Rollovers of 401K, 403B, 457 and Notary Services.
Jennifer also recruits licensed life insurance agents to promote financial literacy nationwide under Our Infinite Company, located in Dallas TX. Her Mantra: "When People Are Educated About Anything, They Make Better Decisions."
She is VA Proud. Thank you for your service Veterans!
