C3 Financial Partners


Understanding and respecting your legacy and business planning objectives.


Best measurement of informed decisions, wise actions, and fulfilled goals.


Assurance of a successfully implemented plan.


In Our

Clients don’t continue their planning due to lack of clarity, confidence, and coordination. The planning often involves integrating life insurance to help clients achieve their personal, business, and philanthropic goals.

  • Wealth & Business Transfer
  • Advanced Life Insurance Solutions
  • Charitable Planning
  • Global Citizens Planning
  • Longevity Planning
  • Life Insurance Portfolio Management


Will Your Life Insurance Hit A Wall? | Ted Oakley Interviews Todd S. Healy

October 2021
C3 Financial Partners’ September C&C (formerly titled Consume and Converse) event featured Jim Whiddon, author, Texas A&M professor, and CEO of...
September 2021
Our San Antonio Senior Partner, Carolyn Smith recently joined Malcolm Lui , Managing Member of Eversprint, to share how she helps...
August 2021
My mother-in-law is 98 years old. That's the good news. The bad news is that her life insurance policy died when...
February 2021
Listen to Mark Goldman, CPA, and his fascinating podcast on “Where Accountants Go” featuring Carolyn Smith.  In this episode, A Unique...
October 2021
Join us for our next Coffee with C3, our series which consists of brief, periodic “coffee breaks” to share timely industry...
September 2021
Tremendous changes in the life insurance landscape should cause insureds to really understand what they own. We invite you to watch this...
July 2021
A message from our Founder, Summer 2021Tax Video/Thoughts Revisited Last year at this time, we were all consumed with monitoring the...