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.


In Our

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


Six Word Memoirs | 2021 Book Recommendation

December 2021
Todd’s 2 Bits Targeting The Horizon A few years ago, a friend of mine challenged me with a question, “Does the...
December 2021
We appreciated the opportunities to collaborate with thought leaders, including those featured in the interviews below. Will Your Life Insurance Hit A Wall?...
December 2021
Targeting The Horizon Winter 2021 A few years ago, a friend of mine challenged me with a question, “Does the horizon...
November 2021
In this talk, Catherine breaks down the science of thought and shows how our mindset—or thought pattern—exerts a substantial influence on...
December 2021
What a ride the last two years have been!  We think A Terrible, Horrible, No Good Year, a journal of six-word...
December 2021
Have you given any thought to who will be President when you die? Most of us have not. Many of us...
October 2021
On this edition of Coffee with C3, Todd, Carolyn, and Celeste discussed how Covid-19 and Congress (potentially) have impacted life insurance...
October 2021
C3 Financial Partners’ September C&C (formerly titled Consume and Converse) event featured Jim Whiddon, author, Texas A&M professor, and CEO of...