June 2024
For many small and medium-sized businesses, a few key individuals drive growth and profitability.  Which raises the question – what happens to the business should one of those key individuals die suddenly? While thinking about your own, or a key employee’s death, is not pleasant, business owners need to plan to find ways to mitigate […]
C3 Financial Partners
December 2023
Sleep Better to Age Better At C3 Financial Partners, we have an interest in studying the impact of aging and obtaining...
December 2023
Our founder, Todd Healy, recently stumbled across this quote from Andy Rooney: “I’ve learned that life is like a roll...
November 2023
Charitable Planning to Support Your Community in a High Interest Rate Environment An area where C3 Financial Partners works with...
November 2023
An area where C3 Financial Partners works with clients and their advisors is helping to create and implement a charitable...
October 2023
The Crucial Role of Life Insurance Policy Reviews for Affluent Clients As legal, accounting, and financial advisors to HNW and...
October 2023
As legal, accounting, and financial advisors to high-net-worth and ultra-high-net-worth individuals, your role extends beyond traditional financial and estate planning. ...
FINRA Broker Check