To Preserve Family Wealth, Business Continuity and Philanthropy Across Generations.

At C3 Financial Partners, we are dedicated to developing a trusted, proactive, long-term relationship with our clients, their families, and their advisory teams.

C3 Financial Partners

Clarity

Our pledge is to understand and respect your legacy and business planning objectives.

Confidence

Your best measurement of informed decisions, wise actions, and fulfilled goals.

Coordination

Your assurance of a successful plan today and continuous oversight tomorrow.

Clarity·Confidence·Coordination

In Our
Experience

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.

  • Wealth Transfer
  • Advanced Life Insurance Design
  • Life Insurance Portfolio Management
  • Charitable Planning
  • Global Citizens Planning
  • Longevity Planning

Our
Insights

The Gift That Keeps On Giving Long After We Can’t | Life Insurance in Philanthropy

September 2, 2020
The estate tax has long been a controversial topic. What can you do to maximize what you leave your heirs and...
August 28, 2020
Todd’s 2 Bits A message from our Founder What can be said, that hasn’t already been said, about our current situation?...
August 25, 2020
Fellow Advisors, “Life Insurance: A Valuable Contingent Asset Class?” is the title of a Trusts & Estates article published this month....
June 22, 2020
Jim Whiddon, author, Texas A&M professor, and CEO of The Old School was the guest presenter at C3’s first Zoom Consume &...
October 6, 2020
Philanthropy, at any level, demonstrates the passion a donor has for a specific cause. But at the donor’s death, those gifts...
August 12, 2020
What is the estate tax? The U.S. Estate Tax is a tax on the transfer of property after death. The Tax...
August 12, 2020
C3 Partner, Celeste C. Moya sits down to share how she found her way to the life insurance industry. Celeste also...
August 4, 2020
El interés de los extranjeros en invertir en los EE. UU. ha seguido aumentando. Pero, ¿están conscientes sus clientes extranjeros de...