December 2025

Why Holidays Are the Right Time to Continue Planning Conversations

The family gathered for Thanksgiving dinner when someone finally asked the question that had been on everyone’s mind: “Mom, what did you mean when you said you wanted the business to ‘stay in the family’?  Does that mean we can’t sell it?  What if we need the liquidity?” But what if Mom wasn’t there anymore […]
C3 Financial Partners
November 2019

Our Client High Net Worth Continuity Story

By: Todd S. Healy
When the Right Thing I entered the life insurance business four decades ago and was representing one insurance company.  In...
November 2019

The Stages of Wealth Planning

By: Carolyn J. Smith
As the old saying goes, you can’t take it with you. While this saying is usually brought up to justify...
September 2019

Consume & Converse with Rebecca Helterbrand | Where are the Casseroles?

By: C3 Financial Partners
Rebecca Helterbrand of the San Antonio Area Foundation Discusses the State and Future of Mental Health Resources at Recent...
September 2019

Clarity, Confidence, and Coordination: How the 3 Cs are Crucial to Strategic Planning

By: Todd S. Healy
Over the course of more than three decades' experience in this area, we have worked to understand what makes some...
July 2019

“People Don’t Care How Much You Know Until They Know How Much You Care:” The Importance of Empathy in Life Insurance Planning

By: Todd S. Healy
In the life insurance and financial planning fields, several measures are used when considering what makes a good advisor. Advanced...
May 2019

When Life Insurance Is No Longer Needed or Wanted

By: Todd S. Healy
Recently, the Dallas Foundation reached out to C3 Founder (formerly Texas Financial Partners) Todd S. Healy to write an article...

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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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