August 2024

The Crucial Role of Life Insurance in Estate Planning

By: C3 Financial Partners
Estate planning is often perceived as a complex and intimidating task, but it is an essential process designed to distribute assets efficiently according to your wishes after your passing. One tool that can play a pivotal role in estate planning, but that often gets overlooked – life insurance! Life insurance can help facilitate estate planning goals […]
C3 Financial Partners
December 2022

Age Grid Worksheet

By: Todd S. Healy
Our own Todd Healy was recently thinking about upcoming major life events for his family. He started to plan those...
June 2021

Long-Term Care Resources | LTC Month 2022

By: C3 Financial Partners
Regardless of how family health has changed in recent years, we are still keeping our loved ones’ care in mind....
June 2021

Complete list of Coffee with C3 events

By: C3 Financial Partners
C3 is hosting periodic 15-minute coffee breaks to discuss high priority issues and topics in the industry. View past...
January 2021

“What Keeps You Up at Night?”

“What Keeps You Up at Night?” was the topic of discussion when Carolyn J. Smith and Celeste C. Moya presented...
September 2020

CAP® STUDY GROUPS Build Bonds and Bridges

By: C3 Financial Partners
Excerpt from CAP® Share Newsletter Issue 37, September 2020, American College of Financial Services Since its inception, the CAP® program...
July 2020

The Known/Unknown Value of Life Insurance | Life Settlements | Coffee with C3

We were honored to host our third webinar in our “Coffee with C3” series on July 16, 2020, titled...

Sign up for our
newsletter

This field is for validation purposes and should be left unchanged.

Website Design & Development by Champ
Internet Solutions, champinternet.com

Primary images shot by Joe Duty Photography, joeduty.com

See current Customer Relationship Summary (CRS) here: Form CRS Link.

Securities offered through Valmark Securities, Inc. member FINRA, SIPC. Investment advisory products and services offered through Valmark Advisers, Inc. an SEC Registered Investment Advisor.  Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.

C3 Financial Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact C3 Financial Partners at info@c3fp.com.

© Copyright C3 Financial Partners 2024

FINRA Broker Check