March 2024
  Life insurance is one of the oldest financial planning tools in existence.  The earliest known life insurance policy was made in Royal Exchange, London on June 18, 1583.  Records show that a Richard Martin insured a William Gybbons, paying thirteen merchants 30 pounds for 400 if the insured were to die within one year., […]
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....
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