Clarity
Understanding and respecting your legacy and business planning objectives.
To Preserve Family Wealth, Business Continuity and Philanthropy Across Generations.
At C3 Financial Partners, individuals and businesses, even nonprofits, engage us to help identify, prepare for, and manage some of the risks they can’t control.
C3 Financial Partners
Confidence
Best measurement of informed decisions, wise actions, and fulfilled goals.
Coordination
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
What are Smart Advisors Doing to Help their Clients Prepare for the Inevitable? | C&C with Mindy Jones
April 2022
When working with closely held businesses and their advisors, C3 Financial Partners’ Senior Partner, Carolyn J. Smith, is fond of...
May 2022
Life insurance held in an irrevocable life insurance trust (ILIT) is a cornerstone of a solid wealth transfer strategy. The funds...
Our Team
Todd S. Healy
Founder
Clients need solutions that enable them to identify and pass along to future generations the personal financial values that have...
Carolyn J. Smith
Senior Partner
“Thirty years as tax partner and partner in charge of Private Client Services with Padgett Stratemann & Co. were a...
Celeste C. Moya
SVP, Lion Street
Celeste Moya serves as Senior Vice President for Lion Street Private Client Group in Dallas, Texas, and assists in multiple...