At C3 Financial Partners, individuals and businesses, even nonprofits, engage us to help identify, prepare for, and manage some of the risks they can’t control.
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.
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.
Clients need solutions that enable them to identify and pass along to future generations the personal financial values that have...
“Thirty years as tax partner and partner in charge of Private Client Services with Padgett Stratemann & Co. were a...
Celeste Moya serves as Senior Vice President for Lion Street Private Client Group in Dallas, Texas, and assists in multiple...
