C3 Financial Partners

Consume and Converse with Mindy Jones | Why Longevity Matters

“Today many of us will live 30 years longer than our grandparents did.” Mindy Jones, Managing Principal at Dallas’ Pyxis Care, shared this stunning insight and others at C3 Financial Partners’ September Consume and Converse event, which focused on the challenges presented to families and wealth holders by increasing life expectancy. In order to plan effectively […]

Call to Action! Now is the Time for Estate Planning

Rising inflation, low tax rates (for now), increasing interest rates, and uncertainty in Washington, D.C. and beyond.  These converging forces are the ideal reason to establish, or review, an estate plan.  Everyone has an estate and should plan what happens to it.  Different sized estates create different challenges to protect assets, mitigate taxation, and pass […]

When Was the Last Time Your Policy Was Reviewed?

Without active management, life insurance can become a client’s largest unmanaged asset.  When a comprehensive review is completed, there are often several surprising and sometimes unsettling discoveries.  C3 has developed a thorough policy review process that helps us proactively monitor and protect your or your clients’ policies and adjust them as goals and objectives evolve.  […]

A Resolution for the New Year: Life Insurance Policy “Health” Review

Each New Year brings with it a renewed commitment to personal and financial health, and this includes the “health” of existing life insurance policies.  In taking inventory of future needs, it is important to make sure the life insurance purchased years ago is still performing as expected and is sufficient to meet unexpected and expected […]

Long-Term Care Resources | LTC Month 2022

Regardless of how family health has changed in recent years, we are still keeping our loved ones’ care in mind. To assist you in making good long-term care decisions, please find our resources below for reference.  If you would like to meet with the C3 team about a specific long-term care need, please reach out […]

Will Your Life Insurance Policy “Die” Before You Do?

Life insurance is often purchased for a specific purpose, crossed off the financial “to-do” list, and tucked away.  Although simple in concept, a life insurance policy can be a complex financial instrument.  Like other assets, it needs to be monitored to be certain that it is still appropriate for defined goals and performing according to […]

“What Keeps You Up at Night?”

“What Keeps You Up at Night?” was the topic of discussion when Carolyn J. Smith and Celeste C. Moya presented to Trinity University’s current and retired faculty, as well as their staff.  Carolyn and Celeste explored how, now more than ever, the industry is seeing the need for financial strategies that can quickly adapt to […]

The Known/Unknown Value of Life Insurance | Life Settlements | Coffee with C3

We were honored to host our third webinar in our “Coffee with C3” series on July 16, 2020, titled “The Known/Unknown Value of Life Insurance.”  Partner, Celeste C. Moya, led the discussion and was joined by Managing Partner and Founder, Todd S. Healy, and our Senior Partner, Carolyn J. Smith.  We discussed life settlements with […]

The Stages of Wealth Planning

By: Carolyn J. Smith As the old saying goes, you can’t take it with you. While this saying is usually brought up to justify imprudent spending, many of us prefer for the wealth we accumulate to secure our legacy. A process for planning is a proven and necessary formula for success in this regard. Greater […]

The Stages of Wealth Planning

As the old saying goes, you can’t take it with you. While this saying is usually brought up to justify imprudent spending, many of us prefer for the wealth we accumulate to secure our legacy. A process for planning is a proven and necessary formula for success in this regard. Greater longevity is adding to […]