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

Our 20/20 Vision

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...
September 9, 2019
Over the course of more than three decades' experience in this area, we have worked to understand what makes some people...
April 3, 2019
Global citizens doing business in the United States are a growing clientele in the financial services industry.  As the global economy...
February 19, 2019
When affluent multigenerational families contemplate the transfer of their assets across generations, they find themselves caught in complex legal structures that...
January 8, 2020
The year 2020 is symbolic of our vision and our mission at C3 Financial Partners.  Our goal is to help our...
December 6, 2019
Earlier this year, we formed a strategic alliance with LifeTrends, a life insurance analytics company. LifeTrends provides up-to-date product pricing, advanced...
November 25, 2019
When the Right Thing I entered the life insurance business four decades ago and was representing one insurance company.  In those...
July 29, 2019
In the life insurance and financial planning fields, several measures are used when considering what makes a good advisor. Advanced degrees...