C3 FINANCIAL PARTNERS Email Format

InsuranceTexas, United States11-50 Employees

C3 Financial Partners is an insurance-focused advisory firm based in Dallas, Texas. It assists individuals and families with estate planning, business planning, and philanthropic planning. The firm emphasizes planning as an ongoing process and works to coordinate input from attorneys, accountants, financial professionals, and family members to keep plans aligned.

Its clients face challenges such as lack of clarity about goals, uncertainty about the validity of their plans or advisers, and a tendency to view planning as a one-time event. By fostering clarity, confidence, and coordinated action, the firm aims to manage evolving financial situations, personal circumstances, and changes in tax laws over time. Securities are offered through Valmark Securities, Inc., with investment advisory services through Valmark Advisers, Inc.; C3 Financial Partners operates as a separate entity.

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