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.


In Our

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.

  • Wealth & Business Transfer
  • Advanced Life Insurance Solutions
  • Charitable Planning
  • Global Citizens Planning
  • Longevity Planning
  • Life Insurance Portfolio Management


The Art of Aging: A Prescription for Mind and Body | C&C Event Series

October 2021
C3 Financial Partners’ September C&C (formerly titled Consume and Converse) event featured Jim Whiddon, author, Texas A&M professor, and CEO of...
September 2021
Tremendous changes in the life insurance landscape should cause insureds to really understand what they own. We invite you to watch this...
August 2021
My mother-in-law is 98 years old. That's the good news. The bad news is that her life insurance policy died when...
February 2021
Listen to Mark Goldman, CPA, and his fascinating podcast on “Where Accountants Go” featuring Carolyn Smith.  In this episode, A Unique...
November 2021
In this talk, Catherine breaks down the science of thought and shows how our mindset—or thought pattern—exerts a substantial influence on...
October 2021
Join us for our next Coffee with C3, our series which consists of brief, periodic “coffee breaks” to share timely industry...
October 2021
President George H. W. Bush served over seven terms ago. Have you given any thought to who will be President...
September 2021
Our San Antonio Senior Partner, Carolyn Smith recently joined Malcolm Lui , Managing Member of Eversprint, to share how she helps...