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

Your assurance of a successfully implemented plan.

Clarity·Confidence·Coordination

In Our
Experience

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

Our
Insights

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

June 2021
Last year at this time, we were all consumed with monitoring the unprecedented pandemic. This year, for those of us who...
July 2021
A message from our Founder, Summer 2021Tax Video/Thoughts Revisited Last year at this time, we were all consumed with monitoring the...
February 2021
Listen to Mark Goldman, CPA, and his fascinating podcast on “Where Accountants Go” featuring Carolyn Smith.  In this episode, A Unique...
June 2021
This Spring, the C3 team created our own book club to review The Ruthless Elimination of Hurry by John Mark Comer. ...
September 2021
Tremendous changes in the life insurance landscape should cause insureds to really understand what they own. We invite you to watch this...
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...
June 2021
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