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

Uncle Sam Wants… Who? | Global Citizens Planning

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 &...
June 18, 2020
Celeste C. Moya shared “The Industry Impact of COVID-19” during our June 11, 2020 “Coffee with C3”. We discussed how COVID-19...
June 2, 2020
Most people assume they will always have the option to obtain life insurance. However, there is a possibility that you can...
September 9, 2019
Over the course of more than three decades' experience in this area, we have worked to understand what makes some people...
August 4, 2020
El interés de los extranjeros en invertir en los EE. UU. ha seguido aumentando. Pero, ¿están conscientes sus clientes extranjeros de...
August 4, 2020
Foreigners’ interest in investing in the U.S. has continued to increase. But are your foreign clients aware of their potential U.S....
July 9, 2020
It was a pleasure to share “Our Tale of Three Mothers” during our June 23, 2020 “Coffee with C3”. We imparted...
June 5, 2020
C3 is hosting periodic 15-minute coffee breaks to discuss high priority issues and topics in the industry. View upcoming coffee...