November 2023

Charitable Planning to Support Your Community in a High Interest Rate Environment

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

Consume & Converse with Phil Cubeta | Philanthropic Planning

By: C3 Financial Partners
At this exclusive event, Phil Cubeta helped us think through the dynamics associated with Philanthropic Planning for Closely Held Business Owners...
January 2016

Consume & Converse with Kristin O. Bulat and Hector M. Frietze

By: C3 Financial Partners
This informative event featured a good friend and trusted resource to C3 Financial Partners (formerly Texas Financial Partners), Kristin O....

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