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
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,...
December 2019
Earlier this year, we formed a strategic alliance with LifeTrends, a life insurance analytics company. LifeTrends provides up-to-date product pricing,...
November 2019
When the Right Thing I entered the life insurance business four decades ago and was representing one insurance company.  In...
November 2019
As the old saying goes, you can’t take it with you. While this saying is usually brought up to justify...
September 2019
Rebecca Helterbrand of the San Antonio Area Foundation Discusses the State and Future of Mental Health Resources at Recent...
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