March 2025

Where Will Your Money Go When You Die? The Government, Your Heirs, or the Community?

When it comes to your wealth, you have control over many financial decisions during your lifetime.  But what happens when you’re no longer here? At the end of the day, your money, and the rest of your financial legacy, will go to one of three places: The government – in the form of estate taxes […]
C3 Financial Partners
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...
May 2021

3 Effective Tips to Get More Hours Back in Your Day | Consume & Converse with Fereshteh Fattaahi

By: C3 Financial Partners
When your feet hit the ground running in the morning, you already know you don’t have enough hours in the...
April 2021

“Behind the Curtain” with Life Insurance Planning – Part 2 | Coffee with C3

By: C3 Financial Partners
On our last Coffee with C3, we discussed some backstage events that occur when obtaining life insurance for our clients. ...
March 2021

C&C with Philip Cubeta | Engaging and Conducting Conversations of Philanthropy in Turbulent Times:  Helping Boomers Hit Their Home Run Legacy

By: C3 Financial Partners
Read the full video transcription Phil: How do we present this to donors?  You have to visualize the donors...
February 2021

“Behind the Curtain” with Life Insurance Planning | Coffee with C3 Financial Partners

By: C3 Financial Partners
C3 Financial Partners helps clients preserve family wealth and business success by offering life insurance as a planning tool, guided...
October 2020

Consume & Converse with Charles Hollander Jr. | Taking the Mystery Out of Client Procrastination

By: C3 Financial Partners
One of the biggest challenges that advisors face is client procrastination. Charles (Chuck) Hollander, Jr., founder of Red Flag, LLC,...

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 [email protected].

© Copyright C3 Financial Partners™ 2024

FINRA Broker Check