November 2023
An area where C3 Financial Partners works with clients and their advisors is helping to create and implement a charitable giving strategy.  Now is a great time to engage in this form of planning as in a high-interest rate environment, life insurance planning can present unique opportunities to support community organizations while optimizing tax benefits. […]
C3 Financial Partners
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....
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