November 2022
It is likely we will all need long-term care.  Someone turning age 65 today has a nearly 70% chance of needing some type of long-term care services according to LongTermCare.gov.  Many of us may have experienced a long-term care event through a family member or friend and have personally seen how impactful it can be, […]
C3 Financial Partners

Our Insights

November 2022
Is Your Legacy Protected? It is likely we will all need long-term care. In fact, someone turning age 65 today...
October 2022
How Long Will You Live (and Have You Planned For That)? We are living longer. In fact, according to the...
October 2022
In celebration of  Rowland (Rowe) Blount joining our team in San Antonio, read his interview with Jay Judas of Life Insurance...
September 2022
Manage Your Life Insurance Like an Important Asset Class Life insurance is often one of our largest assets. Yet, it...
August 2022
Get the Jump on How Inflation Affects Your Estate and Legacy Planning Inflation.  It’s the topic that everyone is talking...
July 2022
A Perfect Storm: Now is the Time for Estate Planning Rising inflation, low tax rates (for now), increasing interest rates,...
June 2022
A Look at the Unique Needs of Blended Families One out of three Americans are a part of a blended...
June 2022
Todd S. Healy introducing to a full room. Recently, The Dallas Foundation and C3 Financial Partners co-hosted a special...
June 2022
C3 Financial Partners is seeking an experienced and resourceful client service coordinator to oversee the day-to-day relations with our clients....
May 2022
Wealth Transfer Beyond Your Exemptions Life insurance held in an irrevocable life insurance trust (ILIT) is a cornerstone of a...
April 2022
A Canoe and Your Business? When working with closely held businesses and their advisors, our Senior Partner, Carolyn J. Smith,...
March 2022
“Diligence is the Mother of Good Luck.” Given that our three C’s stand for clarity, confidence, and coordination, you can...
February 2022
A Powerful Technique to Mitigate Taxes Between the constant discussion about taxes in DC and the likely sunsetting in 2025...
January 2022
When was the last time your life insurance policy had a check-up? The beginning of the year is a time...
December 2021
Todd’s 2 Bits Targeting The Horizon A few years ago, a friend of mine challenged me with a question, “Does...
December 2021
Targeting The Horizon Winter 2021 A few years ago, a friend of mine challenged me with a question, “Does the...
December 2021
What a ride the last two years have been!  We think A Terrible, Horrible, No Good Year, a journal of...
December 2021
We appreciated the opportunities to collaborate with thought leaders, including those featured in the interviews below. Will Your Life Insurance Hit A...
November 2021
“Finding Your Path” was the theme of San Antonio’s recent 4th Annual XPX (Exit Planning Exchange) Summit.  Six panels of...
June 2021
Last year at this time, we were all consumed with monitoring the unprecedented pandemic. This year, for those of us...
June 2021
Regardless of how family health has changed in recent years, we are still keeping our loved ones’ care in mind....
February 2021
We hope this finds you and yours safe and well! In the last week, our team has had the chance...
January 2021
“What Keeps You Up at Night?” was the topic of discussion when Carolyn J. Smith and Celeste C. Moya presented...
December 2020
Entering 202­­­1 gives new meaning to the phrase, “Hindsight is 2020.” When a new year starts, hindsight always follows.  And there...
December 2020
Todd’s 2 Bits A message from our Founder On March 18, 2020, as we became more and more aware of...
August 2020
Todd’s 2 Bits A message from our Founder What can be said, that hasn’t already been said, about our current...
March 2020
First, our hearts go out to individuals and families directly affected by the coronavirus.  Next, our deepest gratitude goes to...
March 2020
LEER EN INGLES Jay Judas, Director Ejecutivo de Life Insurance Strategies Group, entrevistó a Celeste C. Moya, Asociada de C3,...
April 2019
Celeste, Partner at C3 Financial Partners (formerly Texas Financial Partners), and her family, recently relocated to Dallas from Austin. We...
April 2019
LEER EN INGLES Vista de la ciudad de Dallas, Texas después de un desbordamiento normal del río Trinity. Celeste,...
March 2019
LEER EN INGLES La Asociada de C3 Financial Partners (anteriormente Texas Financial Partners), Celeste C. Moya, y el abogado...
March 2019
Celeste C. Moya, and Texas attorney, Gilberto A. Siller, recently collaborated on a customizable presentation for foreign nationals on the...
January 2019
Premium Finance – Why, How, and What You Need to Know Author: Celeste C. Moya Affluent individuals who prefer...
November 2018
The phrase “Family Business” can conjure up many images and ideas. Multiple generations working happily together to provide a livelihood...
October 2018
Malinda Perryman poses with the Dallas Stars’ mascot, Victor E. Green. Members of the C3 Financial Partners (formerly Texas...
September 2018
C3 (formerly Texas Financial Partners) attendees took away a great deal of insight and new thinking from the conference. Todd...
March 2018
Perryman with Langenburnner (left) and hall-of-famer Joe Nieuwendyk in the Dallas Stars alumn suite. C3 Sr. Client Service Coordinator,...
February 2018
Late last year, C3 Financial Partners (formerly Texas Financial Partners) was pleased to host a private meeting with United States...
November 2017
Carolyn J. Smith, Senior Partner at C3 (formerly Texas Financial Partners), was recently invited to speak at the 2017 Indaba...
August 2017
The American College Alumni Association named Todd S. Healy, Founder of C3 Financial Partners (formerly Texas Financial Partners), Alumnus of...