High Net Worth Advisors | C3 Financial Partners
C3 Financial Partners

Clarity

Understanding and respecting your legacy and business planning objectives.

Confidence

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

Coordination

Assurance of a successfully implemented plan.

Clarity·Confidence·Coordination

Because, In Our
Experience

Many people 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

Our
Insights

Is Private Placement Life Insurance a Fit?

May 2023
The Best of Times…and the Worst of Times Divorce can be upsetting and overwhelming.  There are a lot of moving parts...
May 2023
Watch our latest Coffee with C3, our series which consists of brief, periodic “coffee breaks” to share timely industry information. Barry...
April 2023
Rogers Healy hosts his father, Todd Healy, on his podcast titled, “Rogers That, Sell without Selling out.”  They discuss Todd’s childhood,...
April 2023
Increasingly, the investment community is buzzing about private placement life insurance (PPLI) and the benefits for those who are seeking greater...
May 2023
Divorce can be upsetting and overwhelming.  Even an amicable divorce can cause financial challenges when you consider the cost of establishing...
April 2023
Is Private Placement Life Insurance a Fit? Increasingly, the investment community is buzzing about private placement life insurance (PPLI) and the...
March 2023
April Fools! C3 has fun everyday – but today we thought you might like to see our funny and sometimes embarrassing...
March 2023
SECURE 2.0 Opportunity: Secure and Transfer Wealth The SECURE Act 2.0 made significant changes to the rules for IRAs and employer...
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