Insights - Page 1 | C3 Financial Partners

April 2025

In Times of Uncertainty, Certainty Has Value

Pick up a newspaper, scroll the headlines, or turn on the news, and the message is clear: we’re living in volatile times. Markets surge one day and stumble the next. Inflation cools, then spikes again. Interest rates hold steady… but for how long? From tech layoffs to geopolitical risk, today’s economic landscape feels like it’s […]

C3 Financial Partners

April 2019

Global Citizens Planning

Global citizens doing business in the United States are a growing clientele in the financial services industry. As the global...

April 2019

Planificación Para Ciudadanos Globales

LEER EN INGLES Los extranjeros no residentes que hacen negocios en los Estados Unidos constituyen una clientela en constante...

March 2019

Celeste Moya, Asociada de C3, y el abogado Gilberto Siller se asocian para ayudar a los clientes extranjeros no residentes a proteger sus activos en los EE. UU.

LEER EN INGLES La Asociada de C3 Financial Partners (anteriormente Texas Financial Partners), Celeste C. Moya, y el abogado...

March 2019

Celeste Moya and Attorney Gilberto Siller Collaborate to Help Foreign National Clients Protect U.S. Assets

Celeste C. Moya, and Texas attorney, Gilberto A. Siller, recently collaborated on a customizable presentation for foreign nationals on the...

February 2019

Shared Ownership = Shared Risk

By: Carolyn J. Smith

When affluent multigenerational families contemplate the transfer of their assets across generations, they find themselves caught in complex legal structures...

January 2019

Consume & Converse with Ann Marie Liotta and Casey Abbott | A Talk on Private Placement Products

By: C3 Financial Partners

Todd S. Healy visiting with Michael O’Donnell, Estate Partners (Left) and Brian Bonifant, Lion Street (Right). In January, C3...

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Securities offered through Valmark Securities, Inc. member FINRA, SIPC. Investment advisory products and services offered through Valmark Advisers, Inc. an SEC Registered Investment Advisor. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.

C3 Financial Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact C3 Financial Partners at [email protected].