At C3 Financial Partners, individuals and businesses, even nonprofits, engage us to help identify, prepare for, and manage some of the risks they can’t control.
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.
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...
Celeste Moya serves as Senior Vice President for Lion Street Private Client Group in Dallas, Texas, and assists in multiple...
