With over 30 years of experience, Estate, Retirement & Financial Planning Educators, LLC is your go-to for estate, retirement and financial planning as the name implies. Their team of dedicated professionals, led by Jennifer, specializes in helping pre-retirees and retirees protect their assets.
Her background in the insurance industry which began in 1986 as an Annuity Correspondent and later as an Estate Planning Paralegal in 1999 has given her extensive insight into why it is important for people to have an estate plan.
Jennifer is passionate about educating her clients. She is an advocate for financial literacy. Her mantra is “When People Are Educated On Anything, They Make Better Decisions”.
Call her today for your estate planning needs and a complimentary financial needs analysis.
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.
1 Reviews
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.
1 Reviews
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.
1 Reviews
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.
1 Reviews
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!
1 Reviews
Jennifer has many years experience in Estate Planning and she is one of the top Leaders in Retirement Planning
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