January 2026

Why Buying Life Insurance Is Nothing Like Buying Car Insurance

The envelope shows up in the mail, or more likely now, in your inbox. Your car insurance renewal. You glance at the number.  Maybe you wince a little.  Maybe you don’t.  You skim the coverage, remind yourself that you haven’t had an accident this year, and decide whether it’s worth shopping around.  Ten minutes later, […]
C3 Financial Partners
June 2017

Consume and Converse with Dave Gunby and Rogers Healy

By: C3 Financial Partners
This Consume & Converse event covered two important topics: Communication Techniques Across the Ages with Dave Gunby In our business,...
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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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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