March 2026
The call came from an advisor we’d worked with for years. His client, a business owner in his late fifties, recently sold the company; well-advised, had decided he was done. Done with Texas summers.  Done with the pace.  Done, he said, with a lot of things. He and his wife were moving to Portugal.  Maybe […]
C3 Financial Partners
September 2025
At C3 Financial Partners, our mission is to help families preserve generational wealth and guide businesses through succession planning by...
October 2022
https://youtu.be/SN3SqjxIo50
Read the full video transcription Todd:  Good Morning/Afternoon, my name is Todd Healy with C3 Financial Partners.  On behalf...
February 2022
Back to the Future: The Central Role of Family Legacy and Family Governance in Today’s Estate Planning Before there were...
January 2022
Todd, Carolyn, and Celeste continue their discussion on how Covid-19 and Congress (potentially) have impacted life insurance products and the...
November 2021
In this talk, Catherine breaks down the science of thought and shows how our mindset—or thought pattern—exerts a substantial influence...
October 2021
On this edition of Coffee with C3, Todd, Carolyn, and Celeste discussed how Covid-19 and Congress (potentially) have impacted life...
FINRA Broker Check