February 2025
You’ve likely spent considerable time and energy crafting a financial plan that reflects your aspirations and protects your legacy.  However, one critical element often overlooked is ensuring that your financial planning aligns with your spouse’s vision.  Misaligned goals can lead to confusion, inefficiencies, and even conflict.  By collaborating on a shared strategy, you not only […]
C3 Financial Partners
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