September 2023
Life insurance can be a crucial financial tool that provides protection, security, and peace of mind for families and businesses.  However, it is also often an unmanaged and least understood asset.  Clients and their advisors often require guidance to navigate the complex landscape of evaluating policies and their options.  An independent life insurance broker can […]
C3 Financial Partners
October 2016
This Consume & Converse event discussed Protecting Your Assets – People and Property. Speaker Kevin Mellott* covered three specific security topics:...
May 2016
At this exclusive event, Phil Cubeta helped us think through the dynamics associated with Philanthropic Planning for Closely Held Business Owners...
January 2016
This informative event featured a good friend and trusted resource to C3 Financial Partners (formerly Texas Financial Partners), Kristin O....
FINRA Broker Check