“Diligence is the Mother of Good Luck.”
Given that our three C’s stand for clarity, confidence, and coordination, you can imagine how the above quote from Benjamin Franklin resonates with us. Planning is key to securing your future and your legacy.
To that point, we have been talking about a unique way to fulfill your charitable planning goals. Did you know that donations to philanthropic organizations can be made using life insurance or other highly appreciated assets? This strategy can benefit both the donor and the organization.
In our latest blog, available at the link below, we look at the ins and outs of charitable planning using your life insurance to benefit your community.
IRS Applicable Federal Rate Update
The rates continue to rise! To see the current rates, as well as the historical rates, you can view our AFR report at the link below.
Save the Dates – Upcoming Events
Save the date for these two interesting and informative events we are hosting. Registration information will be sent via separate emails.
Coffee with C3
The Firm Behind the Firm
Brian Bonifant, Lion Street
April 21st, 8:30-8:45 a.m.
What to Expect When You Are Expecting Aging? How to Prepare for Lifestyle Transitions
Mindy Jones, Pyxis Care Management
May 18th, 12-1 p.m.
Join Our Team!
Client Service Coordinator
C3 Financial Partners is seeking an experienced and resourceful client service coordinator to oversee the day-to-day relations with our clients. You will work closely with the lead client service coordinator, senior management, and teams within the organization, vendors, and customers to create summaries and reports for clients and their advisors.
To be successful in this role, you must have superb organizational and communication skills and possess strong attention to detail while being able to juggle multiple tasks effectively and efficiently.
For a more detailed listing of job responsibilities, please click here.