August 4, 2020
Foreigners’ interest in investing in the U.S. has continued to increase. But are your foreign clients aware of their potential U.S....
C3 Financial Partners

Our Insights

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 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 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...