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


“Behind the Curtain” with Life Insurance Planning – Part 2 | Coffee with C3

January 2021
“What Keeps You Up at Night?” was the topic of discussion when Carolyn J. Smith and Celeste C. Moya presented to...
February 2021
Listen to Mark Goldman, CPA, and his fascinating podcast on “Where Accountants Go” featuring Carolyn Smith.  In this episode, A Unique...
March 2021
With the colder weather upon us, it seems like coffee is powering us all through the day, and “Coffee with C3”...
March 2021
We hosted our fourth 15-minute webinar of the “Coffee with C3” series in October, “Going in the Right Direction (Farther and...
June 2021
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June 2021
This Spring, the C3 team created our own book club to review The Ruthless Elimination of Hurry by John Mark Comer. ...
June 2021
C3 is hosting periodic 15-minute coffee breaks to discuss high priority issues and topics in the industry. View upcoming coffee...
May 2021
Life insurance is often purchased for a specific purpose, crossed off the financial “to-do” list, and tucked away.  Although simple in...