C3 Financial Partners


Our pledge is to understand and respect your legacy and business planning objectives.


Your best measurement of informed decisions, wise actions, and fulfilled goals.


Your assurance of a successful plan today and continuous oversight tomorrow.


In Our

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


Is Summer the New Tax Season? | Summer 2021 Newsletter

July 2021
A message from our Founder, Summer 2021Tax Video/Thoughts Revisited Last year at this time, we were all consumed with monitoring the...
June 2021
This Spring, the C3 team created our own book club to review The Ruthless Elimination of Hurry by John Mark Comer. ...
June 2021
C3 is hosting periodic 15-minute coffee breaks to discuss high priority issues and topics in the industry. View past coffee...
February 2021
Listen to Mark Goldman, CPA, and his fascinating podcast on “Where Accountants Go” featuring Carolyn Smith.  In this episode, A Unique...
June 2021
Last year at this time, we were all consumed with monitoring the unprecedented pandemic. This year, for those of us who...
June 2021
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May 2021
Life insurance is often purchased for a specific purpose, crossed off the financial “to-do” list, and tucked away.  Although simple in...
May 2021
When your feet hit the ground running in the morning, you already know you don’t have enough hours in the day....