Tax Free Retirement Income
Jennifer B. Barthol, CEP
Estate, Retirement & Financial Planning Educators, LLC
About ERFPE.LLC
#EstatePlanning, #RetireSmart, #FinancialPlanning. Estate, Retirement and Financial Planning Educators is focused on creating customized financial blueprints for people of all ages and professions, from students to retirees and business owners.
Led by Certified Estate Planner, Jennifer 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). She brings a wealth of experience to guide clients in making confident financial decisions. She began her career as an Annuity Correspondent (Registered Representative) in New York, later serving as an Estate Planning Paralegal, helping residents secure their financial future. She presently resides in Houston TX. She holds licenses in several states including Texas and New York.
Services include Trust & Will Centered Attorney-Connected Estate Planning, Estate Tax Reduction, Business Equity Transfer, Annuities, Life Insurance, Final Expense, 401K, 403B, 457 Rollovers, Notary Services.
Jennifer recruits 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. https://helpvet.net/listing/jennifer-b-barthol/