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
Blended Families Have Unique Life Insurance Needs
June 2022
C3 Financial Partners is seeking an experienced and resourceful client service coordinator to oversee the day-to-day relations with our clients. You...
July 2022
Rising inflation, low tax rates (for now), increasing interest rates, and uncertainty in Washington, D.C. and beyond. These converging forces are...
June 2022
A Look at the Unique Needs of Blended Families One out of three Americans are a part of a blended family...
June 2022
Todd S. Healy introducing to a full room. Recently, The Dallas Foundation and C3 Financial Partners co-hosted a special event...
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...