April 2, 2020
Stories of heirs mindlessly spending their inheritance are not uncommon. And yet, most families do not properly prepare their heirs for...
C3 Financial Partners

Our Insights

April 2, 2020
Stories of heirs mindlessly spending their inheritance are not uncommon. And yet, most families do not properly prepare their heirs...
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 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, asociada...
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
LEER EN INGLES La Asociada de C3 Financial Partners (anteriormente Texas Financial Partners), Celeste C. Moya, y el abogado de...
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 Bryn Mawr, PA, as...
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 activos...
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...
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...
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....