March 2026

Leaving the Country Doesn’t Mean Leaving the Plan Behind

The call came from an advisor we’d worked with for years. His client, a business owner in his late fifties, recently sold the company; well-advised, had decided he was done. Done with Texas summers.  Done with the pace.  Done, he said, with a lot of things. He and his wife were moving to Portugal.  Maybe […]
C3 Financial Partners
February 2017

Consume & Converse with Otis W. Baskin, Ph.D., Rory W. Siefer, and Greg Vaughn

By: C3 Financial Partners
At our February Consume & Converse, Dr. Otis Baskin shared his experience in management and governance/decision-making issues in family businesses....
October 2016

Consume & Converse with Kevin Mellott* | Protecting Your Assets – People and Property

By: C3 Financial Partners
This Consume & Converse event discussed Protecting Your Assets – People and Property. Speaker Kevin Mellott* covered three specific security topics:...
May 2016

Consume & Converse with Phil Cubeta | Philanthropic Planning

By: C3 Financial Partners
At this exclusive event, Phil Cubeta helped us think through the dynamics associated with Philanthropic Planning for Closely Held Business Owners...
January 2016

Consume & Converse with Kristin O. Bulat and Hector M. Frietze

By: C3 Financial Partners
This informative event featured a good friend and trusted resource to C3 Financial Partners (formerly Texas Financial Partners), Kristin O....

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