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


Our pledge is to understand and respect your legacy and business planning objectives.


Your best measurement of informed decisions, wise actions, and fulfilled goals.


Your assurance of a successful plan today and continuous oversight tomorrow.


In Our

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


“Hindsight is 2020”


December 31, 2020
Entering 202­­­1 gives new meaning to the phrase, “Hindsight is 2020.” When a new year starts, hindsight always follows.  And there has...
December 30, 2020
Watch our 2020 video content in order.  Starting with our 2020 vision, all the way to life insurance and philanthropy.  Have...
October 6, 2020
Philanthropy, at any level, demonstrates the passion a donor has for a specific cause. But at the donor’s death, those gifts...
September 2, 2020
The estate tax has long been a controversial topic. What can you do to maximize what you leave your heirs and...
December 15, 2020
A message from our Founder, Winter 2020 On March 18, 2020, as we became more and more aware of the impact...
December 15, 2020
Todd’s 2 Bits A message from our Founder On March 18, 2020, as we became more and more aware of the...
December 14, 2020
If you are looking for an easy, uplifting book to enjoy over the holidays, C3 recommends In the Garden of Happiness...
November 30, 2020
November is long-term care month.  While the 2020 holiday season looks very different than in years past, we are still keeping...