“End of Life” Legal and Financial Considerations
Jennifer B. Barthol, CEP
Estate, Retirement & Financial Planning Educators, LLC
About ERFPE.LLC
Estate, Retirement and Financial Planning Educators is focused on building customized financial blueprints for Individuals, Families, Teachers, Students, Pre-Retirees, Retirees, Business Owners and Seniors.
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 in the mid 80s and later, in the late 90s, as an Estate Planning Paralegal. She presently resides in Houston TX. TX Life License#1234507, NYS Life License#804272
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/