February 2025
You’ve likely spent considerable time and energy crafting a financial plan that reflects your aspirations and protects your legacy.  However, one critical element often overlooked is ensuring that your financial planning aligns with your spouse’s vision.  Misaligned goals can lead to confusion, inefficiencies, and even conflict.  By collaborating on a shared strategy, you not only […]
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