September 2, 2020
The estate tax has long been a controversial topic. What can you do to maximize what you leave your heirs and...
C3 Financial Partners

Our Insights

September 2, 2020
The estate tax has long been a controversial topic. What can you do to maximize what you leave your heirs...
August 28, 2020
Todd’s 2 Bits A message from our Founder What can be said, that hasn’t already been said, about our current...
August 25, 2020
Fellow Advisors, “Life Insurance: A Valuable Contingent Asset Class?” is the title of a Trusts & Estates article published this...
August 12, 2020
What is the estate tax? The U.S. Estate Tax is a tax on the transfer of property after death. The...
August 12, 2020
C3 Partner, Celeste C. Moya sits down to share how she found her way to the life insurance industry. Celeste...
August 4, 2020
El interés de los extranjeros en invertir en los EE. UU. ha seguido aumentando. Pero, ¿están conscientes sus clientes extranjeros...
August 4, 2020
Foreigners’ interest in investing in the U.S. has continued to increase. But are your foreign clients aware of their potential...
July 9, 2020
It was a pleasure to share “Our Tale of Three Mothers” during our June 23, 2020 “Coffee with C3”. We...
June 22, 2020
Jim Whiddon, author, Texas A&M professor, and CEO of The Old School was the guest presenter at C3’s first Zoom Consume...
June 18, 2020
Celeste C. Moya shared “The Industry Impact of COVID-19” during our June 11, 2020 “Coffee with C3”. We discussed how...
June 5, 2020
C3 is hosting periodic 15-minute coffee breaks to discuss high priority issues and topics in the industry. View upcoming...
June 2, 2020
Most people assume they will always have the option to obtain life insurance. However, there is a possibility that you...
May 5, 2020
Have you stopped and asked yourself, “where am I in the wealth life stages of life?”  Do you know what those...
April 2, 2020
Stories of heirs mindlessly spending their inheritance are not uncommon. And yet, most families do not properly prepare their heirs...
March 25, 2020
First, our hearts go out to individuals and families directly affected by the coronavirus.  Next, our deepest gratitude goes to...
March 24, 2020
Jay Judas, CEO of Life Insurance Strategies Group interviewed Celeste C. Moya, C3 Partner. Celeste is featured in their recent...
March 3, 2020
Do you hope to pass down your home, family business, or other real estate to the next generation? An often-overlooked...
February 11, 2020
“Everyone has gifts to share.  It is our personal responsibility to discover them!” Philanthropic Advisor and author, Joy H. Selak
February 6, 2020
Many people do not view life insurance as an asset, and therefore, it is often an overlooked part of their...
January 8, 2020
The year 2020 is symbolic of our vision and our mission at C3 Financial Partners.  Our goal is to help...
December 6, 2019
Earlier this year, we formed a strategic alliance with LifeTrends, a life insurance analytics company. LifeTrends provides up-to-date product pricing,...
November 25, 2019
When the Right Thing I entered the life insurance business four decades ago and was representing one insurance company.  In...
November 19, 2019
As the old saying goes, you can’t take it with you. While this saying is usually brought up to justify...
September 25, 2019
Rebecca Helterbrand of the San Antonio Area Foundation Discusses the State and Future of Mental Health Resources at Recent...
September 9, 2019
Over the course of more than three decades' experience in this area, we have worked to understand what makes some...
July 29, 2019
In the life insurance and financial planning fields, several measures are used when considering what makes a good advisor. Advanced...
May 24, 2019
Recently, the Dallas Foundation reached out to C3 Founder (formerly Texas Financial Partners) Todd S. Healy to write an article...
May 20, 2019
Recently, George Nichols III, the new President and CEO of The American College of Financial Services, visited Dallas to hear...
May 8, 2019
Recently, we were privileged to host the president of The American College®, George Nichols, III. He has an extremely interesting...
April 30, 2019
Our most recent event focused on sustainability of working lands in Texas C3 Financial Partners (formerly Texas Financial Partners) was...
April 19, 2019
Celeste, Partner at C3 Financial Partners (formerly Texas Financial Partners), and her family, recently relocated to Dallas from Austin. We...
April 19, 2019
LEER EN INGLES Vista de la ciudad de Dallas, Texas después de un desbordamiento normal del río Trinity. Celeste,...
April 3, 2019
Global citizens doing business in the United States are a growing clientele in the financial services industry.  As the global...
April 3, 2019
LEER EN INGLES Los extranjeros no residentes que hacen negocios en los Estados Unidos constituyen una clientela en constante...
March 9, 2019
LEER EN INGLES La Asociada de C3 Financial Partners (anteriormente Texas Financial Partners), Celeste C. Moya, y el abogado...
March 9, 2019
Celeste C. Moya, and Texas attorney, Gilberto A. Siller, recently collaborated on a customizable presentation for foreign nationals on the...
February 19, 2019
When affluent multigenerational families contemplate the transfer of their assets across generations, they find themselves caught in complex legal structures...
January 29, 2019
Todd S. Healy visiting with Michael O’Donnell, Estate Partners (Left) and Brian Bonifant, Lion Street (Right). In January, C3...
January 28, 2019
Premium Finance – Why, How, and What You Need to Know Author: Celeste C. Moya Affluent individuals who prefer...
January 16, 2019
The Chartered Advisor in Philanthropy® designation, or CAP®, is administered by The American College in King of Prussia, PA,...
November 1, 2018
The phrase “Family Business” can conjure up many images and ideas. Multiple generations working happily together to provide a livelihood...
October 28, 2018
LEER EN INGLES Los individuos acomodados que pueden permitirse primas de seguro de vida, pero que prefieren no liquidar...
October 28, 2018
Affluent individuals who can afford life insurance premiums but prefer not to liquidate assets or redirect cash flow to pay...
October 27, 2018
Malinda Perryman poses with the Dallas Stars’ mascot, Victor E. Green. Members of the C3 Financial Partners (formerly Texas...
October 12, 2018
“When it rains in Texas, 84% falls on farms and ranches.” This statistic, among others, demonstrates the importance of rural...
September 27, 2018
“Today many of us will live 30 years longer than our grandparents did.” Mindy Jones, Managing Principal at Dallas’ Pyxis Care,...
September 27, 2018
C3 (formerly Texas Financial Partners) attendees took away a great deal of insight and new thinking from the conference. Todd...
August 25, 2018
The Origin of Our Client Continuity Merger When C3 Financial Partners came together, we came up with a model that...
June 7, 2018
The phrase “Family Business” can conjure up various images.  One may be an image of multiple generations of family members...
March 25, 2018
Perryman with Langenburnner (left) and hall-of-famer Joe Nieuwendyk in the Dallas Stars alumn suite. C3 Sr. Client Service Coordinator,...
February 2, 2018
The most recent Consume and Converse event was set to feature a talk by Mark N. Voeller, Ph.D. Mark is...
February 1, 2018
Late last year, C3 Financial Partners (formerly Texas Financial Partners) was pleased to host a private meeting with United States...
February 1, 2018
Why Study Groups and Why We Participate Our industry is constantly facing changes: new tax plans; fiduciary regulations; technology and...
December 1, 2017
C3 Financial Partners Founder, Todd Healy, has been an avid reader for decades. In addition to his personal literature journey,...
November 26, 2017
Carolyn J. Smith, Senior Partner at C3 (formerly Texas Financial Partners), was recently invited to speak at the 2017 Indaba...
August 22, 2017
The American College Alumni Association named Todd S. Healy, Founder of C3 Financial Partners (formerly Texas Financial Partners), Alumnus of...
August 1, 2017
We’ve got the Traditionalists, the Baby Boomers, Generation X, and the Millennials — four generations all in adulthood. And there’s...
June 7, 2017
This Consume & Converse event covered two important topics: Communication Techniques Across the Ages with Dave Gunby In our business,...
February 7, 2017
At our February Consume & Converse, Dr. Otis Baskin shared his experience in management and governance/decision-making issues in family businesses....
October 18, 2016
This Consume & Converse event discussed Protecting Your Assets – People and Property. Speaker Kevin Mellott* covered three specific security topics:...
May 25, 2016
At this exclusive event, Phil Cubeta helped us think through the dynamics associated with Philanthropic Planning for Closely Held Business Owners...
January 5, 2016
This informative event featured a good friend and trusted resource to C3 Financial Partners (formerly Texas Financial Partners), Kristin O....