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.

Clarity

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.

Confidence

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.

Coordination

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.

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See current Customer Relationship Summary (CRS) here: Form CRS Link.

Securities offered through Valmark Securities, Inc. member FINRA, SIPC. Investment advisory products and services offered through Valmark Advisers, Inc. an SEC Registered Investment Advisor.  Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.

C3 Financial Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact C3 Financial Partners at [email protected].

© Copyright C3 Financial Partners™ 2024

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