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

When Gray Hair Meets Gray Areas: Planning for Marriage and Divorce After 50

January 2024
Your support of a community organization is not just an act of generosity but can also be part of your overall...
January 2024
Supporting Community Organizations as Part of Your Planning Your support of a community organization is not just an act of generosity...
December 2023
Our founder, Todd Healy, recently stumbled across this quote from Andy Rooney: “I’ve learned that life is like a roll of...
November 2023
An area where C3 Financial Partners works with clients and their advisors is helping to create and implement a charitable giving...
February 2024
When Gray Hair Meets Gray Areas Late-in-life marriages can bring joy, companionship, and, in many situations, another chance at love. Conversely,...
February 2024
Late-in-life marriages can bring joy, companionship, and, in many situations, another chance at love.  Conversely, a late-in-life divorce might mean a...
December 2023
Sleep Better to Age Better At C3 Financial Partners, we have an interest in studying the impact of aging and obtaining the...
November 2023
Charitable Planning to Support Your Community in a High Interest Rate Environment An area where C3 Financial Partners works with clients...
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