November 2024
Family businesses have long been romanticized as legacies handed down from one generation to the next.  However, the reality is far more complex, and many business owners decide that transferring operations to family members simply isn’t the best path forward. A recent survey by Edward Jones found that among financial advisors who work with business […]
C3 Financial Partners
June 2018
The phrase “Family Business” can conjure up various images.  One may be an image of multiple generations of family members...
March 2018
Perryman with Langenburnner (left) and hall-of-famer Joe Nieuwendyk in the Dallas Stars alumn suite. C3 Sr. Client Service Coordinator,...
February 2018
The most recent Consume and Converse event was set to feature a talk by Mark N. Voeller, Ph.D. Mark is...
February 2018
Late last year, C3 Financial Partners (formerly Texas Financial Partners) was pleased to host a private meeting with United States...
February 2018
Why Study Groups and Why We Participate Our industry is constantly facing changes: new tax plans; fiduciary regulations; technology and...
December 2017
C3 Financial Partners Founder, Todd Healy, has been an avid reader for decades. In addition to his personal literature journey,...
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