To Preserve Family Wealth, Business Continuity and Philanthropy Across Generations.

At C3 Financial Partners, we are dedicated to developing a trusted, proactive, long-term relationship with our clients, their families, and their advisory teams.

C3 Financial Partners

Clarity

Our pledge is to understand and respect your legacy and business planning objectives.

Confidence

Your best measurement of informed decisions, wise actions, and fulfilled goals.

Coordination

Your assurance of a successful plan today and continuous oversight tomorrow.

Clarity·Confidence·Coordination

In Our
Experience

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

Our
Insights

Life Stage Awareness

November 19, 2019
As the old saying goes, you can’t take it with you. While this saying is usually brought up to justify imprudent...
April 3, 2019
Global citizens doing business in the United States are a growing clientele in the financial services industry.  As the global economy...
September 9, 2019
Over the course of more than three decades' experience in this area, we have worked to understand what makes some people...
February 6, 2020
Many people do not view life insurance as an asset, and therefore, it is often an overlooked part of their financial...
May 5, 2020
Have you stopped and asked yourself, “where am I in the wealth life stages of life?”  Do you know what those stages...
April 2, 2020
Stories of heirs mindlessly spending their inheritance are not uncommon. And yet, most families do not properly prepare their heirs for...
March 25, 2020
First, our hearts go out to individuals and families directly affected by the coronavirus.  Next, our deepest gratitude goes to everyone...
March 24, 2020
Jay Judas, CEO of Life Insurance Strategies Group interviewed Celeste C. Moya, C3 Partner. Celeste is featured in their recent Tier...