Your Future and Legacy

C3 Financial Partners

Clarity·Confidence·Coordination

Our Solutions

C3 understands the value of your future and your legacy. Our commitment is to help provide solutions to preserve family wealth and business success across generations.

Wealth & Business Transfer

The protection and transfer of wealth can be complex and requires careful planning. Our expertise and experience working with multigenerational families helps in transferring wealth to future generations; with tax efficient gifting programs, trusts, annuity arbitrage, charitable giving, and countless other strategies to meet planning goals.

To learn more about The Stages of Wealth Planning, click here.

Advanced Life Insurance Solutions

C3 has over 100 years of combined experience in serving ultra-affluent clients. We specialize in the design, implementation, and management of sophisticated solutions with the objective of minimizing income and estate tax liabilities. Our team of professionals has access to innovative solutions and products.

To learn more about Advanced Life Insurance Solutions, click here.

Philanthropic Planning

Philanthropic Planning often plays a role in many of our lives. It can provide a deep personal satisfaction and help unite families across generations. In addition to our extensive experience in philanthropy, we provide awareness to help clients and their advisors implement ways to have a greater impact and achieve personal giving goals.

To learn more about Philanthropic Planning, click here.

Global Citizens Planning

As the global economy expands, so does the need for international financial planning. We provide tailored solutions for the enhancement, protection, and planning of international wealth for individuals, families, charities, and businesses.

To learn more about Global Citizens Planning, click here.

Longevity Planning

Obtaining a secure and comfortable retirement can be a daunting task, but with a sound strategy, it can be well within reach. We are all living longer, therefore, planning for a longer retirement is necessary. C3 Financial Partners can provide options to help create a stronger financial future.

To learn more about Longevity Planning, click here.

Life Insurance Portfolio Management

We assist our clients and their advisors with the management, analysis, and servicing of large life insurance portfolios. The life insurance market is constantly changing; we, therefore, monitor active policies, and when necessary, provide new opportunities for our clients’ existing insurance. This helps clients take advantage of the opportunity and diversification that life insurance adds to their overall portfolio.

To learn more about Life Insurance Portfolio Management, click here.

Securities offered through Valmark Securities, Inc. member FINRA, SIPC. Investment advisory products and services offered through Valmark Advisers, Inc. an SEC Registered Investment Advisor. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.

C3 Financial Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact C3 Financial Partners at info@c3fp.com.