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


Heir Quality

November 19, 2019
As the old saying goes, you can’t take it with you. While this saying is usually brought up to justify imprudent...
September 9, 2019
Over the course of more than three decades' experience in this area, we have worked to understand what makes some people...
April 3, 2019
Global citizens doing business in the United States are a growing clientele in the financial services industry.  As the global economy...
February 19, 2019
When affluent multigenerational families contemplate the transfer of their assets across generations, they find themselves caught in complex legal structures that...
April 2, 2020
Stories of heirs mindlessly spending their inheritance are not uncommon. And yet, most families do not properly prepare their heirs for...
March 3, 2020
Do you hope to pass down your home, family business, or other real estate to the next generation? An often-overlooked issue...
February 6, 2020
Many people do not view life insurance as an asset, and therefore, it is often an overlooked part of their financial...
January 8, 2020
The year 2020 is symbolic of our vision and our mission at C3 Financial Partners.  Our goal is to help our...