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

2021 Tax Calculator

C3 Financial Partners offers an estate tax calculator designed to help you easily calculate your potential estate tax.  Design your “what ifs” by selecting a growth factor and an inflation factor for the estate exemption.  Also, see the impact of the change for when the law is scheduled to sunset.  Displayed in a graph or spreadsheet format.

December 31, 2020
Entering 202­­­1 gives new meaning to the phrase, “Hindsight is 2020.” When a new year starts, hindsight always follows.  And there has...
December 30, 2020
Watch our 2020 video content in order.  Starting with our 2020 vision, all the way to life insurance and philanthropy.  Have...
October 6, 2020
Philanthropy, at any level, demonstrates the passion a donor has for a specific cause. But at the donor’s death, those gifts...
January 15, 2021
What is the estate tax? The U.S. Estate Tax is a tax on the transfer of property after death. The Tax...
February 19, 2021
C3 Financial Partners helps clients preserve family wealth and business success by offering life insurance as a planning tool, guided by...
December 15, 2020
A message from our Founder, Winter 2020 On March 18, 2020, as we became more and more aware of the impact...
December 15, 2020
Todd’s 2 Bits A message from our Founder On March 18, 2020, as we became more and more aware of the...
December 14, 2020
If you are looking for an easy, uplifting book to enjoy over the holidays, C3 recommends In the Garden of Happiness...