At C3 Financial Partners, we are dedicated to developing a trusted, proactive, long-term relationship with our clients, their families, and their advisory teams.
Our pledge is to understand and respect your legacy and business planning objectives.
Your best measurement of informed decisions, wise actions, and fulfilled goals.
Your assurance of a successful plan today and continuous oversight tomorrow.
Clients don’t continue their planning for lack of clarity, confidence, and coordination. The plan often involves integrating life insurance to help clients achieve their personal, business, and philanthropic goals.
C3 Financial Partners offers an estate tax calculator designed to help you easily calculate your potential estate tax. Design your “what ifs” by selecting a growth factor and an inflation factor for the estate exemption. Also, see the impact of the change for when the law is scheduled to sunset. Displayed in a graph or spreadsheet format.
Clients need solutions that enable them to identify and pass along to future generations the personal financial values that have...
“Thirty years as tax partner and partner in charge of Private Client Services with Padgett Stratemann & Co. were a...
“The various industry roles I have held have helped me view life insurance from many different perspectives and really understand...
