January 8, 2020
The year 2020 is symbolic of our vision and our mission at C3 Financial Partners. Our goal is to help our...
C3 Financial Partners
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 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 Todd S. Healy to write an article for e-Giving Counsel, a...
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 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 crecimiento...
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...
October 28, 2018
Affluent individuals who can afford life insurance premiums but prefer not to liquidate assets or redirect cash flow to pay...
June 7, 2018
The phrase “Family Business” can conjure up various images. One may be an image of multiple generations of family members...