About Us
Estate, Retirement and Financial Planning Educators founder, Jennifer B. Barthol, CEP - Certified Estate Planner, engage knowledgeable individuals to include but not limited to financial, tax and legal professionals. Jennifer began her rich career history as an Annuity Correspondent,- Registered Representative in the mid-80s and later as an Estate Planning Paralegal in the late 90s in New York State. She insists that her teammates must first be educators. Clients must be educated first and her mantra supports this. She is a Life Insurance Agent and obtained the distinctive educational certification of Certified Estate Planner in 2021. Jennifer understands that the bedrock of any financial plan is the estate plan. She is a Financial Security Advocate through NAIFA, the National Association of Insurance and Financial Advisors. She is domiciled in Houston, Texas.
How We Got Started
A desire to educate individuals became my obsession in 2019. I knew that I had to obtain the CEP designation to lead a team of professionals even though I was privy to much of the information as an Estate Planning Paralegal and Finance major. Educating others stemmed from my dad who is a retired educator, an Assistant Principal . Having dedicated several years as an Estate Planning Paralegal working with Elder Law and CPA Attorneys I realized that illiteracy in finance can have devasting effects with bankruptcy at the helm. H.E.M.S in the estate plan was my catalyst. The need for “Healthcare, Education, Maintenance and Support (HEMS)” for survivors when a head of household dies are essential if the standard of living is to be maintained. Outcomes are often unimaginable without proper planning. Will it be the family plan or the government’s plan? Our goal is to educate individuals on financial literacy, offer our services and help our clients to create a legacy for loved ones.