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
October 2016
This Consume & Converse event discussed Protecting Your Assets – People and Property. Speaker Kevin Mellott* covered three specific security topics:...
May 2016
At this exclusive event, Phil Cubeta helped us think through the dynamics associated with Philanthropic Planning for Closely Held Business Owners...
January 2016
This informative event featured a good friend and trusted resource to C3 Financial Partners (formerly Texas Financial Partners), Kristin O....
FINRA Broker Check