Jennifer B. Barthol

Estate, Retirement and Financial Planning Educators Founder is focused on building customized financial blueprints for Individuals,

Families, Teachers, Students, Pre-Retirees, Retirees and Business Owners.

Led by Certified Estate Planner, Jennifer B. Barthol, she collaborates with financial, tax, and legal experts to offer comprehensive financial planning and wealth protection strategies. Jennifer is a member of NICEP (National Institute of Certified Estate Planners) & NAIFA (National Association of Insurance and Financial Advisors), She began as an Annuity Correspondent – Registered Representative in New York State and later, in the late 90s, as an Estate Planning Paralegal. She presently resides in Houston TX.

Services include Trust & Will Centered Estate Planning, Estate Tax Reduction, Business Equity Transfer, Annuities, Life Insurance, Final Expense, 401K, 403B, 457 Rollovers, Notary Services.

Jennifer recruits and trains life licensed agents to promote financial literacy nationwide. Her Mantra: “When People Are Educated About Anything, They Make Better Decisions”. She is VA Proud. Thank you Veterans.

Proud Military Supporter!

JBarthol – Reason I Support The Military

My love and respect for the military was born out of marriage and the birth of my son. I married a US Army veteran in 1987, long after he was honorably discharged but learned a lot from the stories he shared. Little did I know at the time that my older son would follow in his footsteps except that he joined the Marine Corps.  Suffice it to say that I may as well have been in the military myself.  When he was deployed to Kuwait I was on pins and needles.  Every time I heard of a mishap; I’d call the platoon management to inquire if my son was alright.  I understand what the families of these brave men and women go through daily.  It’s the reason I can identify with them and their pain when their loved ones, unfortunately, don’t make it back home.  I pray for them and have the greatest respect for the sacrifice they make to defend our freedom. God bless these soldiers.

Carl Barnes – US Army Service

Jennifer’s ex husband is a retired army veteran.  He was drafted in December 1965 during the Viet Nam era. In December 1966 he went to Jump school in Ft. Benning, GA.   He suffered a knee injury jumping out of an airplane but moved on to serve a tour of duty as direct support for Vietnam casualties who were flown to a 1000 bed hospital in Yokohama Japan.  He was awarded both a national defense medal and a good conduct medal.  He was honorably discharged after serving 2 years as rank E-4.

Chris Barthol – Marine Corps Service

Jennifer’s older son is a United States Marine Corps veteran.  He served a tour of duty when he was deployed to Kuwait in February 2003 to help with the efforts of Operation Iraqi Freedom (OIF).  He was part of a Nuclear, Biological, and Chemical (NBC) weapon Defense platoon and was responsible for threat assessment in the event of an NBC attack. He served for 6 months in OIF before returning to Camp Lejeune as an E-4 Lance Corporal in August 2003. He completed an 8 year military career in June 2007 and is now working as an electrical engineer in Houston TX.