High Net Worth Advisors | C3 Financial Partners
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


The Advantages of Being an Independent Professional in Life Insurance: Advocacy and Unlocking the Potential of Misunderstood Assets

August 2023
The Largest Unmanaged and Least Understood Asset While most people view it as a financial product that addresses certain liabilities, there is...
August 2023
Life insurance is a financial product that is typically thought of when it comes to addressing a liability such as having...
July 2023
For Immediate Release: June 26, 2023 Two industry-leading firms have engaged Celeste Moya Dallas, TX: Robin Glen, a leading group of planning specialists,...
February 2022
Back to the Future: The Central Role of Family Legacy and Family Governance in Today’s Estate Planning Before there were estate...
September 2023
Who Does Your Life Insurance Advisor Work for? Those seeking clarity on purchasing life insurance and having their policies serviced for...
September 2023
Life insurance can be a crucial financial tool that provides protection, security, and peace of mind for families and businesses.  However,...
July 2023
Are Both Feet Out of the Canoe? We often compare owning a business to using a canoe in that both pose the most...
July 2023
Previously, we have discussed the difficulty many business owners have “getting out of their canoe” and, as a result, fail to...
FINRA Broker Check