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

Managing Life Insurance as an Important Asset Class

September 2022
Manage Your Life Insurance Like an Important Asset Class Life insurance is often one of our largest assets. Yet, it is...
September 2022
Join us for our next Coffee with C3, our series which consists of brief, periodic “coffee breaks” to share timely industry...
August 2022
In the first quarter of 1972, the median price of a home sold in the U.S. was $27,000.  Fifty years later,...
May 2022
Without active management, life insurance can become a client’s largest unmanaged asset.  When a comprehensive review is completed, there are often...
September 2022
Life insurance is often one of our largest assets. Yet, it is commonly unmanaged and misunderstood.  For many, life insurance is...
August 2022
Get the Jump on How Inflation Affects Your Estate and Legacy Planning Inflation.  It’s the topic that everyone is talking about...
August 2022
Wealth Transfer Beyond Your Exemptions Life insurance held in an irrevocable life insurance trust (ILIT) is a cornerstone of a solid...
August 2022
“Diligence is the Mother of Good Luck.” Given that our three C’s stand for clarity, confidence and coordination, you can image...