March 2025

Where Will Your Money Go When You Die? The Government, Your Heirs, or the Community?

When it comes to your wealth, you have control over many financial decisions during your lifetime.  But what happens when you’re no longer here? At the end of the day, your money, and the rest of your financial legacy, will go to one of three places: The government – in the form of estate taxes […]
C3 Financial Partners
January 2019

C3 Financial Partners’ Insights | Winter 2019

By: C3 Financial Partners
Premium Finance – Why, How, and What You Need to Know Author: Celeste C. Moya Affluent individuals who prefer...
January 2019

Our Support of The Chartered Advisor in Philanthropy ®

By: C3 Financial Partners
The Chartered Advisor in Philanthropy® designation, or CAP®, is administered by The American College in King of Prussia, PA,...
November 2018

C3 Financial Partners’ Insights | Fall 2018

The phrase “Family Business” can conjure up many images and ideas. Multiple generations working happily together to provide a livelihood...
October 2018

Financiamiento de Primas—Por qué, cómo y qué necesita saber

LEER EN INGLES Los individuos acomodados que pueden permitirse primas de seguro de vida, pero que prefieren no liquidar...
October 2018

Premium Finance—Why, How, and What You Need to Know

Affluent individuals who can afford life insurance premiums but prefer not to liquidate assets or redirect cash flow to pay...
October 2018

C3 Team Walks in 2018 Komen Race for the Cure to Fight Cancer and Support Team Member Malinda Perryman

By: C3 Financial Partners
Malinda Perryman poses with the Dallas Stars’ mascot, Victor E. Green. Members of the C3 Financial Partners (formerly Texas...

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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.

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