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

Carolyn Smith featured on Where Accountants Go | A Unique Exit Planning Niche

January 20, 2021
“What Keeps You Up at Night?” was the topic of discussion when Carolyn J. Smith and Celeste C. Moya presented to...
October 6, 2020
Philanthropy, at any level, demonstrates the passion a donor has for a specific cause. But at the donor’s death, those gifts...
March 24, 2021
With the colder weather upon us, it seems like coffee is powering us all through the day, and “Coffee with C3”...
March 27, 2021
We hosted our fourth 15-minute webinar of the “Coffee with C3” series in October, “Going in the Right Direction (Farther and...
April 27, 2021
On our last Coffee with C3, we discussed some backstage events that occur when obtaining life insurance for our clients.  As...
March 12, 2021
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February 23, 2021
We hope this finds you and yours safe and well! In the last week, our team has had the chance to...
February 19, 2021
C3 Financial Partners helps clients preserve family wealth and business success by offering life insurance as a planning tool, guided by...