To Preserve Family Wealth & Business Success Across Generations

Our team advises clients on how to help preserve family wealth and business continuity by integrating life insurance as a planning tool.

C3 Financial Partners

We Are Advocates

At C3 Financial Partners, we are dedicated to developing a trusted, proactive, long-term relationship with our clients, their families, and their advisors. Our company is structured to enable us to serve our clients for generations to come.

Client relationships are our greatest source of pride, and our ability to serve is significantly enhanced by the depth of our involvement in the industry. Our principals are not simply life insurance portfolio managers, they are leaders in the industry dedicated to shaping its future.

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 self-reliance and peace of mind.


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

We Are Founders

C3 was established to provide ongoing services for clients across generations. High-net-worth families and the businesses they own engage us in a complex and challenging multigenerational planning process.

Our goal is to provide clarity, confidence, and coordination for their family and business harmony. However, their appreciation for the ongoing monitoring and modification of plan performance naturally raises a question—how long can they depend on our oversight? It is not just a fair question, it can become the most important question. By creating a multigenerational firm, we have converted that question into a mission dedicated to protecting client continuity and providing quality service for generations.


C3 is proud to be an original owner firm of Lion Street, Inc., a leading national financial services company owned by fiercely independent financial advisors. Based in Austin, Texas, Lion Street comprises an elite network of firms who specialize in financial solutions for high-net-worth individuals, family offices, business owners, and corporate clients. As Owner-Firms we gain favored access to insurance carriers and financial institutions, and the products and services they offer, enhancing our ability to meet the complex planning requirements of our clients.

  • Connect high-net-worth individuals, family offices, business owners, and corporate clients with powerful financial solutions.
  • Our Firms are independent.  Their solutions are product agnostic.  This translates into results-focused planning for you.
  • Lion Street Firms
    • Do not sell proprietary products, which means they are not influenced by a preconceived solution.
    • Have developed proficiency in their fields and can independently provide clients with the best possible strategies and products available; and
    • Are problem-solvers as opposed to product-pushers.
  • Experience and Expertise, combined with an open architecture platform, allows us to deliver sophisticated individual and corporate financial solutions.

Some of Our Partner Carriers