C3 Financial Partners

Video Playlist

Watch our video content in order.  Starting with our 2020 vision, all the way to life insurance and philanthropy.  Have ideas to contribute to our next video series? Send us a message!

    1. Our 20/20 Vision| Todd S. Healy
    2. The Importance of Policy Reviews | Celeste C. Moya
    3. Shared Ownership = Shared Risks | Carolyn J. Smith
    4. Heir Quality | Todd S. Healy
    5. Life Stage Awareness |Carolyn J. Smith
    6. Protecting Insurability | Celeste C. Moya
    7. Global Citizens Planning | Celeste C. Moya
    8. Planificacion Para Ciudadnos Globales | Celeste C. Moya
    9. Estate Taxes & Your Heirs | Todd S. Healy
    10. Life Insurance in Philanthropy | Celeste C. Moya

Senior Vice President, Lion Street Private Client Group