C3 Financial Partners
Todd S. Healy
Founder
Clients need solutions that enable them to identify and pass along to future generations the personal financial values that have...
Carolyn J. Smith
Senior Partner
“Thirty years as tax partner and partner in charge of Private Client Services with Padgett Stratemann & Co. were a...
Our Team, Your Legacy
Celeste C. Moya
Senior Vice President, Lion Street
Private Client Group
Notification Services
Notification services comprise periodic policy reports and information typically originating from life insurance companies. The data may be clear but the implications usually are not, and we add the clarity you need to make informed decisions.
Proactive Services
Proactive services sustain clarity—alerts from monitoring your policies, insights on changes in the financial landscape, heads-up about future opportunities and obstacles.
Reactive Services
Reactive services encompass changes, questions, and concerns you need resolved. You contact us. We respond ASAP. We are your advocates for communication with insurers or other resources that impact your plan.
Consultation Services
Consultation services start with annual analysis of your policies and your goals. When family or business changes come up, we define your options, recommend modifications, and coordinate execution so planning goals will be achieved.