December 2021
Todd’s 2 Bits
Targeting The Horizon
A few years ago, a friend of mine challenged me with a question, “Does the...
C3 Financial Partners

Our Insights

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...
October 2021
C3 Financial Partners’ September C&C (formerly titled Consume and Converse) event featured Jim Whiddon, author, Texas A&M professor, and CEO...
June 2021
C3 is hosting periodic 15-minute coffee breaks to discuss high priority issues and topics in the industry. View past...
May 2021
When your feet hit the ground running in the morning, you already know you don’t have enough hours in the...
April 2021
On our last Coffee with C3, we discussed some backstage events that occur when obtaining life insurance for our clients. ...
March 2021
Who is your giving tribe?  If your family had a crest, what would be your motto?  Is there something else...
February 2021
C3 Financial Partners helps clients preserve family wealth and business success by offering life insurance as a planning tool, guided...
October 2020
One of the biggest challenges that advisors face is client procrastination. Charles (Chuck) Hollander, Jr., founder of Red Flag, LLC,...
July 2020
We were honored to host our third webinar in our “Coffee with C3” series on July 16, 2020, titled...
July 2020
It was a pleasure to share “Our Tale of Three Mothers” during our June 23, 2020 “Coffee with C3”. We...
June 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 2020
Celeste C. Moya shared “The Industry Impact of COVID-19” during our June 11, 2020 “Coffee with C3”. We discussed how...
February 2020
“Everyone has gifts to share.  It is our personal responsibility to discover them!” Philanthropic Advisor and author, Joy H. Selak
September 2019
Rebecca Helterbrand of the San Antonio Area Foundation Discusses the State and Future of Mental Health Resources at Recent...
April 2019
Our most recent event focused on sustainability of working lands in Texas C3 Financial Partners (formerly Texas Financial Partners) was...
January 2019
Todd S. Healy visiting with Michael O’Donnell, Estate Partners (Left) and Brian Bonifant, Lion Street (Right). In January, C3...
October 2018
“When it rains in Texas, 84% falls on farms and ranches.” This statistic, among others, demonstrates the importance of rural...
September 2018
“Today many of us will live 30 years longer than our grandparents did.” Mindy Jones, Managing Principal at Dallas’ Pyxis Care,...
February 2018
The most recent Consume and Converse event was set to feature a talk by Mark N. Voeller, Ph.D. Mark is...
June 2017
This Consume & Converse event covered two important topics: Communication Techniques Across the Ages with Dave Gunby In our business,...
February 2017
At our February Consume & Converse, Dr. Otis Baskin shared his experience in management and governance/decision-making issues in family businesses....
October 2016
This Consume & Converse event discussed Protecting Your Assets – People and Property. Speaker Kevin Mellott* covered three specific security topics:...
May 2016
At this exclusive event, Phil Cubeta helped us think through the dynamics associated with Philanthropic Planning for Closely Held Business Owners...
January 2016
This informative event featured a good friend and trusted resource to C3 Financial Partners (formerly Texas Financial Partners), Kristin O....