February 2, 2021
Listen to Mark Goldman, CPA, and his fascinating podcast on “Where Accountants Go” featuring Carolyn Smith.  In this episode, A Unique...
C3 Financial Partners

Our Insights

February 19, 2021
C3 Financial Partners helps clients preserve family wealth and business success by offering life insurance as a planning tool, guided...
December 30, 2020
Watch our video content in order.  Starting with our 2020 vision, all the way to life insurance and philanthropy.  Have...
October 6, 2020
Philanthropy, at any level, demonstrates the passion a donor has for a specific cause. But at the donor’s death, those...
September 2, 2020
The estate tax has long been a controversial topic. What can you do to maximize what you leave your heirs...
August 12, 2020
C3 Partner, Celeste C. Moya sits down to share how she found her way to the life insurance industry. Celeste...
August 4, 2020
El interés de los extranjeros en invertir en los EE. UU. ha seguido aumentando. Pero, ¿están conscientes sus clientes extranjeros...
August 4, 2020
Foreigners’ interest in investing in the U.S. has continued to increase. But are your foreign clients aware of their potential...
July 27, 2020
We were honored to host our third webinar in our “Coffee with C3” series on July 16, 2020, titled...
July 9, 2020
It was a pleasure to share “Our Tale of Three Mothers” during our June 23, 2020 “Coffee with C3”. We...
June 18, 2020
Celeste C. Moya shared “The Industry Impact of COVID-19” during our June 11, 2020 “Coffee with C3”. We discussed how...
June 5, 2020
C3 is hosting periodic 15-minute coffee breaks to discuss high priority issues and topics in the industry. View upcoming...
June 2, 2020
Most people assume they will always have the option to obtain life insurance. However, there is a possibility that you...
May 5, 2020
Have you stopped and asked yourself, “where am I in the wealth life stages of life?”  Do you know what those...
April 2, 2020
Stories of heirs mindlessly spending their inheritance are not uncommon. And yet, most families do not properly prepare their heirs...
March 3, 2020
Do you hope to pass down your home, family business, or other real estate to the next generation? An often-overlooked...
February 6, 2020
Many people do not view life insurance as an asset, and therefore, it is often an overlooked part of their...
January 8, 2020
The year 2020 is symbolic of our vision and our mission at C3 Financial Partners.  Our goal is to help...
May 20, 2019
Recently, George Nichols III, the new President and CEO of The American College of Financial Services, visited Dallas to hear...
May 8, 2019
Recently, we were privileged to host the president of The American College®, George Nichols, III. He has an extremely interesting...