C3 Financial Partners

April 2024 Newsletter

 

The Business is the Personal

Entrepreneurs and owners of privately-held businesses can definitely relate to this quote from Mario Puzo’s epic novel, “The Godfather.”

However, these same business owners often forget that this close relationship applies not solely to the daily goings on of their operations, but also extends to their planning as well.

Our blog this month talks about how an all-encompassing estate plan protects both the personal and business, acting as a blueprint, directing a business through transitions, protecting its future, and conserving the legacy an entrepreneur has diligently built.

At C3 Financial Partners we work with business owners and their advisors to help create personal and business planning that covers every aspect of a business owner’s life.

 

Learn More


 

IRS Applicable Federal Rate Update

For the third straight month, the latest update to the AFR rates saw increases in all of the short-term, mid-term, and long-term rates. To see the updated rates, head to the link below.

And please note – you can access the link on our homepage to check current and historic AFR rates at any time!

See The AFR Report


 

Don’t Say Goodbye

Why is it crucial for advisors and centers of influence to recognize the significance of involving life insurance experts, even when insurance coverage is already established?

You can read our founder, Todd Healy‘s, answer at the link below.

Learn More


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.

The information presented here is for educational purpose only and is not intended to provide specific advice or recommendations for any individual nor does it take into account the particular investment objectives, financial situation or needs of individual investors. This material is not intended to provide and should not be relied on for tax advice. Any tax advice contained herein is of a general nature. You should seek specific advice from your tax professional before pursuing any idea contemplated.

 

Individuals and businesses, even nonprofits, engage us to identify, prepare for, and manage some of the risks they can't control.

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