February 2025
You’ve likely spent considerable time and energy crafting a financial plan that reflects your aspirations and protects your legacy.  However, one critical element often overlooked is ensuring that your financial planning aligns with your spouse’s vision.  Misaligned goals can lead to confusion, inefficiencies, and even conflict.  By collaborating on a shared strategy, you not only […]
C3 Financial Partners
October 2022
Read the full video transcription Todd:  Good Morning/Afternoon, my name is Todd Healy with C3 Financial Partners.  On behalf...
September 2022
Watch our latest Coffee with C3, our series which consists of brief, periodic “coffee breaks” to share timely industry information....
June 2022
Read the full video transcription Celeste: If you are turning 65 today, you have almost a 70% chance of...
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...
FINRA Broker Check