June 2026
Many life insurance reviews begin with a problem. A death in the family.  A tax question.  A notice from the carrier that arrives out of nowhere.  A  conversation with an attorney that turns up something no one has looked at in years. By then, the review is typically already happening under pressure. In our opinion, […]
C3 Financial Partners
January 2020
In announcing the formation of C3 Financial Partners, we believe the timing could not be better. We are often asked,...
May 2019
Recently, George Nichols III, the new President and CEO of The American College of Financial Services, visited Dallas to hear...
May 2019
Recently, we were privileged to host the president of The American College®, George Nichols, III. He has an extremely interesting...
FINRA Broker Check