September 2023
Life insurance can be a crucial financial tool that provides protection, security, and peace of mind for families and businesses.  However, it is also often an unmanaged and least understood asset.  Clients and their advisors often require guidance to navigate the complex landscape of evaluating policies and their options.  An independent life insurance broker can […]
C3 Financial Partners
August 2023
The Largest Unmanaged and Least Understood Asset While most people view it as a financial product that addresses certain liabilities, there...
July 2023
Are Both Feet Out of the Canoe? We often compare owning a business to using a canoe in that both pose the...
July 2023
Previously, we have discussed the difficulty many business owners have “getting out of their canoe” and, as a result, fail...
July 2023
For Immediate Release: June 26, 2023 Two industry-leading firms have engaged Celeste Moya Dallas, TX: Robin Glen, a leading group of planning...
June 2023
There is no “if” I die We are all a bit guilty of some wishful thinking about the future, but...
May 2023
The Best of Times…and the Worst of Times Divorce can be upsetting and overwhelming.  There are a lot of moving...
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