April 2024
In his epic novel “The Godfather,” Mario Puzo wrote, “It’s all personal, every bit of business.” Entrepreneurs and owners of privately-held businesses may engage in ventures that are a bit more on the up-and-up than that at the center of Puzo’s novel, but they can all relate to this sentiment.  For them, there is very […]
C3 Financial Partners
May 2023
Divorce can be upsetting and overwhelming.  Even an amicable divorce can cause financial challenges when you consider the cost of...
April 2023
Is Private Placement Life Insurance a Fit? Increasingly, the investment community is buzzing about private placement life insurance (PPLI) and...
April 2023
Increasingly, the investment community is buzzing about private placement life insurance (PPLI) and the benefits for those who are seeking...
April 2023
Rogers Healy hosts his father, Todd Healy, on his podcast titled, “Rogers That, Sell without Selling out.”  They discuss Todd’s...
March 2023
April Fools! C3 has fun everyday – but today we thought you might like to see our funny and sometimes...
March 2023
SECURE 2.0 Opportunity: Secure and Transfer Wealth The SECURE Act 2.0 made significant changes to the rules for IRAs and...
FINRA Broker Check