High Net Worth Advisors | C3 Financial Partners
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.


Because, In Our

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


Where Will Your Estate Go?

April 2024
In his epic novel “The Godfather,” Mario Puzo wrote, “It’s all personal, every bit of business.” Entrepreneurs and owners of privately-held...
March 2024
Life insurance is one of the oldest financial planning tools in existence.  The earliest known life insurance policy was made...
April 2024
The Business is the Personal Entrepreneurs and owners of privately-held businesses can definitely relate to this quote from Mario Puzo’s...
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...
May 2024
Tick, Tick, Tick Goes the Clock Do you hear it? That tick-tick-tick sound? That’s the ticking clock of the looming sunset...
May 2024
Every professional involved in tax and estate planning knows that we exist in a world where a big ticking clock is...
March 2024
A Peek Backstage We are believers that by providing transparency, clients gain clarity and can then have more confidence when it...
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,...
FINRA Broker Check