Clarity
Understanding and respecting your legacy and business planning objectives.
November 2024
Family businesses have long been romanticized as legacies handed down from one generation to the next. However, the reality is far...
To Preserve Family Wealth, Business Continuity and Philanthropy Across Generations.
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.
C3 Financial Partners
Confidence
Best measurement of informed decisions, wise actions, and fulfilled goals.
Coordination
Assurance of a successfully implemented plan.
Clarity·Confidence·Coordination
Because, In Our
Experience
Many people 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.
Our
Insights
Planning for Your Children and Grandchildren: Non-Traditional Approaches to Ensure Fairness
October 2024
Have you given any thought to the concept of “heir quality?” We frequently encounter clients who want to ensure that the...
September 2024
Recently, we had a conversation with a successful, self-made, now-retired client who joked his new job was doing the planning necessary...
August 2024
Estate planning is often perceived as a complex and intimidating task, but it is an essential process designed to distribute assets...
January 2025
A Way to Unlock Value From Existing Policies For affluent individuals and families, life insurance can offer more than just peace...
January 2025
When most people purchase life insurance, they view it as a long-term safety net – a way to ensure financial security...
December 2024
Equal and Fair Are Not the Same When it comes to planning for children and grandchildren, fairness can be a complex...
December 2024
When it comes to planning for your children and grandchildren, fairness can be a complex goal, especially in families where some...
Our Team
Todd S. Healy
Founder
Clients need solutions that enable them to identify and pass along to future generations the personal financial values that have...
Carolyn J. Smith
Senior Partner
Thirty years as tax partner and partner in charge of Private Client Services with Padgett Stratemann & Co. were a...