To Preserve Family Wealth & Business Success Across Generations

C3 Financial Partners

We Are Advocates

C3 was founded to help clients preserve family wealth and business success by offering life insurance as a planning tool, guided by deep expertise, with a strong commitment to client continuity.


Our first commitment is to help clients gain clarity on their goals and objectives regarding the financial security for their families, the successful direction for their businesses, and their charitable aspirations.


Making wise decisions naturally sparks confidence, and we help design personal planning processes for clients to maximize their understanding, resolve uncertainties, and experience peace of mind.


Developing a comprehensive plan to fulfill legacy desires calls for a collaborative effort among professional advisors.  It also requires careful ongoing management and review for future challenges and opportunities.

Some of Our Partner Carriers

*All carriers listed above are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.

FINRA Broker Check