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
March 2021
We hosted our fourth 15-minute webinar of the “Coffee with C3” series in October, “Going in the Right Direction (Farther...
March 2021
With the colder weather upon us, it seems like coffee is powering us all through the day, and “Coffee with...
March 2021
Read the full video transcription Phil: How do we present this to donors?  You have to visualize the donors...
February 2021
C3 Financial Partners helps clients preserve family wealth and business success by offering life insurance as a planning tool, guided...
December 2020
Watch our video content in order.  Starting with our 2020 vision, all the way to life insurance and philanthropy.  Have...
October 2020
Philanthropy, at any level, demonstrates the passion a donor has for a specific cause. But at the donor’s death, those...
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