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

October 2022
This presentation explains the value of the field of Supportive and Palliative Medicine to individuals and their loved ones. We...
September 2022
Watch our latest Coffee with C3, our series which consists of brief, periodic “coffee breaks” to share timely industry information....
June 2022
Many of us may have experienced a long-term care event through a family member or friend and have personally...
June 2022
Almost 100 million people are part of a blended family — that’s 1 out of 3 Americans!  Blended families are...
May 2022
No one plans for their health assets and lets the “system” dictate care choices for themselves and their loved ones....
May 2022
Without active management, life insurance can become a client’s largest unmanaged asset.  When a comprehensive review is completed, there are...
April 2022
There are 2 times you can get in trouble — getting in and getting out! Curious, how many canoes do...
April 2022
Most of our clients have three objectives: They want to minimize taxes; They want to maximize the amount that goes...
March 2022
Brian Bonifant joined us to discuss the importance of working with a firm that has the tools & resources available...
March 2022
The Federal debt has more than doubled in the last 10 years.  And economists expect it will continue on this...
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...
December 2021
What a ride the last two years have been!  We think A Terrible, Horrible, No Good Year, a journal of...
December 2021
Have you given any thought to who will be President when you die? Most of us have not. Many of...
November 2021
“Finding Your Path” was the theme of San Antonio’s recent 4th Annual XPX (Exit Planning Exchange) Summit.  Six panels of...
November 2021
In this talk, Catherine breaks down the science of thought and shows how our mindset—or thought pattern—exerts a substantial influence...
November 2021
Les: Hello and welcome to today’s edition of Route 664, The Road to Human Kindness.  I’m Les Winston, I’m the...
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...
September 2021
Tremendous changes in the life insurance landscape should cause insureds to really understand what they own. We invite you to watch...
September 2021
Our San Antonio Senior Partner, Carolyn Smith recently joined Malcolm Lui , Managing Member of Eversprint, to share how she...
August 2021
My mother-in-law is 98 years old. That's the good news. The bad news is that her life insurance policy died...
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
We hosted our fourth 15-minute webinar of the “Coffee with C3” series in October, “Going in the Right Direction (Farther...
March 2021
With the colder weather upon us, it seems like coffee is powering us all through the day, and “Coffee with...
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...
December 2020
Watch our video content in order.  Starting with our 2020 vision, all the way to life insurance and philanthropy.  Have...
October 2020
Philanthropy, at any level, demonstrates the passion a donor has for a specific cause. But at the donor’s death, those...
September 2020
The estate tax has long been a controversial topic. What can you do to maximize what you leave your heirs...
August 2020
C3 Partner, Celeste C. Moya sits down to share how she found her way to the life insurance industry. Celeste...
August 2020
El interés de los extranjeros en invertir en los EE. UU. ha seguido aumentando. Pero, ¿están conscientes sus clientes extranjeros...
August 2020
Foreigners’ interest in investing in the U.S. has continued to increase. But are your foreign clients aware of their potential...
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
Celeste C. Moya shared “The Industry Impact of COVID-19” during our June 11, 2020 “Coffee with C3”. We discussed how...
June 2020
Most people assume they will always have the option to obtain life insurance. However, there is a possibility that you...
May 2020
Have you stopped and asked yourself, “where am I in the wealth life stages of life?”  Do you know what those...
April 2020
Many families do not properly prepare their heirs for significant transfers of wealth. The same way that we are concerned...
March 2020
Do you hope to pass down your home, family business, or other real estate to the next generation? An often-overlooked...
February 2020
You don’t buy life insurance because you’re going to die. You buy life insurance because someone you love is going...
January 2020
In announcing the formation of C3 Financial Partners, we believe the timing could not be better. We are often asked,...
May 2019
Recently, George Nichols III, the new President and CEO of The American College of Financial Services, visited Dallas to hear...
May 2019
Recently, we were privileged to host the president of The American College®, George Nichols, III. He has an extremely interesting...