C3 Financial Partners

Clarity

Understanding and respecting your legacy and business planning objectives.

Confidence

Best measurement of informed decisions, wise actions, and fulfilled goals.

Coordination

Assurance of a successfully implemented plan.

Clarity·Confidence·Coordination

In Our
Experience

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

Our
Insights

What are Smart Advisors Doing to Help their Clients Prepare for the Inevitable? | C&C with Mindy Jones

April 2022
There are 2 times you can get in trouble — getting in and getting out! Curious, how many canoes do you...
April 2022
When working with closely held businesses and their advisors, C3 Financial Partners’ Senior Partner, Carolyn J. Smith, is fond of...
April 2022
Most of our clients have three objectives: They want to minimize taxes; They want to maximize the amount that goes to...
March 2022
The Federal debt has more than doubled in the last 10 years.  And economists expect it will continue on this fast,...
May 2022
No one plans for their health assets and lets the “system” dictate care choices for themselves and their loved ones. By...
May 2022
Life insurance held in an irrevocable life insurance trust (ILIT) is a cornerstone of a solid wealth transfer strategy.  The funds...
May 2022
Without active management, life insurance can become a client’s largest unmanaged asset.  When a comprehensive review is completed, there are often...
May 2022
Many of us may have experienced a long-term care event through a family member or friend and have personally seen how...