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


Protecting a Legacy with Long-Term Care Coverage

November 2022
Is Your Legacy Protected? It is likely we will all need long-term care. In fact, someone turning age 65 today has...
November 2022
Join us for our next Coffee with C3, our series which consists of brief, periodic “coffee breaks” to share timely industry...
October 2022
This presentation explains the value of the field of Supportive and Palliative Medicine to individuals and their loved ones. We discussed...
September 2022
Life insurance is often one of our largest assets. Yet, it is commonly unmanaged and misunderstood.  For many, life insurance is...
November 2022
It is likely we will all need long-term care.  Someone turning age 65 today has a nearly 70% chance of needing...
October 2022
How Long Will You Live (and Have You Planned For That)? We are living longer. In fact, according to the Centers...
October 2022
Living to triple digits used to be worthy of attention — and a mention on the Today Show. This is no...
October 2022
In celebration of  Rowland (Rowe) Blount joining our team in San Antonio, read his interview with Jay Judas of Life Insurance Strategies...