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
July 2019
In the life insurance and financial planning fields, several measures are used when considering what makes a good advisor. Advanced...
May 2019
Recently, the Dallas Foundation reached out to C3 Founder (formerly Texas Financial Partners) Todd S. Healy to write an article...
April 2019
Global citizens doing business in the United States are a growing clientele in the financial services industry.  As the global...
April 2019
LEER EN INGLES Los extranjeros no residentes que hacen negocios en los Estados Unidos constituyen una clientela en constante...
February 2019
When affluent multigenerational families contemplate the transfer of their assets across generations, they find themselves caught in complex legal structures...
October 2018
LEER EN INGLES Los individuos acomodados que pueden permitirse primas de seguro de vida, pero que prefieren no liquidar...
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