Experienced Financial Services in
Houston TX
Services
Experienced Financial Services in
Financial Planning
Comprehensive Financial Planning & Tax-Efficient Strategies: Your Roadmap to Prosperity At Jennifer B...
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Estate Planning
Estate Planning & Legacy Preservation: Securing What Matters Most At Jennifer B Barthol,...
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Retirement Planning
Retirement & Social Security Planning: Building Your Confident Future Retirement should be a...
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Life Insurance
Life Insurance: Your Ultimate Protection and Legacy Builder At Jennifer B Barthol, Financial...
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Retirement & Long-Term Care
Retirement & Long-Term Care Planning: Enjoying Your Golden Years with Confidence Your retirement...
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Asset Preservation
Asset Preservation & Comprehensive Estate Documents: Protecting Your Wealth and Your Wishes At...
Read More Our Clients Come From All Walks of Life
Architects
Business Owners
Children, From age 14 days
Clergy
Educators
Entrepreneur
Engineers
Financial Professionals
Health Care Professionals
Individuals and Families
Navigators - Land, Sea, Air
Federal and State Employees
Students
About us
Let Us Help You Plan and Secure Your Future
Welcome to Estate, Retirement & Financial Planning Educators. LLC. Our foundation was built upon three fundamental pillars – Financial Planning, Life Insurance, Annuities and Estate Planning.
What fuels our passion is the desire to impart knowledge, a trait inherited from a lineage of educators. We firmly believe in the power of financial literacy and witnessed firsthand the devastating effects of its absence, with bankruptcy often being the unfortunate conclusion.
Our revelation came from the crucial role of HEMS (Healthcare, Education, Maintenance and Support) in estate planning. We realized that the upkeep of a family’s standard of living post the untimely loss of a breadwinner is indispensable.
It not only affects the immediate family but has wider implications on the community if an effective estate or financial plan is not in place. We urge you to ask yourself – Will it be your plan or the government’s?
Our primary objective isn’t merely to provide services, but to educate, and then educate some more on the importance of financial security. Plan for tomorrow, today!
Ready to Plan Your Future?
Schedule Your Free Consultation
Take the first step towards achieving your financial goals with a complimentary, no-obligation consultation. Jennifer will sit down with you, listen to your unique needs, and explore the best strategies for your financial planning, estate planning, or retirement concerns. It’s your opportunity to get expert advice tailored just for you, in a comfortable and pressure-free environment.
Your Financial Clarity Starts Here
Navigating the complexities of personal finance can feel overwhelming, but it doesn’t have to be. We are here to simplify your financial world, offering clear explanations and tailored strategies for every stage of life. From protecting your assets and planning for a comfortable retirement to securing your family’s future with life insurance and optimizing your financial well-being, we provide expert guidance and support you can truly rely on.
Our Clients
Feedback
What Our Customers Say About Us
Hear directly from clients who found clarity, confidence, and peace of mind through Jennifer B Barthol’s expert financial guidance. Their stories reflect our commitment to securing lasting financial well-being.
Jennifer helped create my estate plan; she was very informative and allowed me to really think and delegate the personals needed for the respective needs within my estate planning. I’m very satisfied with her service and so glad that I had her guidance and assistance with getting this very much needed documents and plan in place for myself and family.
Hello24
Previous Client
I’ve known Jennifer for the past several years. She is knowledgeable in her craft and works for the betterment of her clients. Her work ethic is impeccable and has the best interest of her clients in the forefront of her mind. She is thorough and always prudent in her decisions and is more than capable to help you with your planning.
Dwala B.
Previous Client
I’ve known Jennifer for the past 6 years and her passion for her occupation is so apparent in desire to help you achieve your financial goals. She was there for my mom when we relocated to Texas. She assisted her with her long term financial goals and educated her on the importance of having a properly funded revocable living trust. Jennifer is the one person I will trust for my estate, retirement and financial planning needs.
erikacrossley31
Previous Client
Jennifer is a phenomenal business professional who leads with her heart. She is there to serve and you can see it in her actions and her words. Not only that but she gives back to her business partners, always sharing her knowledge. When she’s not teaching or taking care of clients, shes in learning mode to keep up with times technology, better products, and estate strategies for wealth generation and preservation. You’re lucky to have Jennifer at your side!
Conradalagaban1
Previous Client
Jennifer has many years experience in Estate Planning and she is one of the top Leaders in Retirement Planning