C3 FINANCIAL PARTNERS

To Preserve Family Wealth, Business Continuity, and Philanthropy Across Generations.

General Information
Company Name
C3 FINANCIAL PARTNERS
Founded Year
-
Location (Offices)
Dallas, United States +1
Founders / Decision Makers
Number of Employees
12
Industries
Insurance, Wealth Management, Life insurance
Funding Stage
-
Social Media

C3 FINANCIAL PARTNERS - Company Profile

C3 Financial Partners aims to preserve family wealth, business continuity, and philanthropy across generations. The company addresses common barriers to effective estate, business, and philanthropic planning, emphasizing the lack of goal clarity, confidence in the planning process, and the misconception that planning is a one-time event rather than an ongoing process. C3 Financial Partners underscores the importance of coordinated efforts among the client's key advisors, including attorneys, accountants, financial advisors, and family members, to ensure a cohesive planning approach. The company's focus is on providing clarity, confidence, and coordination throughout the planning process. C3 Financial Partners operates as a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc., offering securities through Valmark Securities, Inc., and investment advisory services through Valmark Advisers, Inc., an SEC Registered Investment Advisor. Third-party posts do not reflect the views of the aforementioned entities and are not pre-approved prior to posting.

Taxonomy: Estate Planning, Business Continuity, Philanthropy, Wealth Management, Financial Planning, Tax Planning, Family Legacy, Inter-generational Planning, Investment Advisory, Financial Coordination

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