C3 Financial Partners
Insurance, 8401 N Central Expy, Dallas, Texas, 75225, United States, 11-50 Employees
Phone Number: 21********
Who is C3 FINANCIAL PARTNERS
We have found that there are basically three reasons why people dont continue their estate planning, business planning, or philanthropic planning. First, we find that they dont have clari...
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Headquarters: 8401 N Central Expy, Dallas, Texas, 75225, United States
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Employees: 11-50
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Revenue: $5 Million to $10 Million
Industry: Insurance
SIC Code: 5813
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Frequently Asked Questions Regarding C3 FINANCIAL PARTNERS
Answer: C3 FINANCIAL PARTNERS's headquarters are located at 8401 N Central Expy, Dallas, Texas, 75225, United States
Answer: C3 FINANCIAL PARTNERS's phone number is 21********
Answer: C3 FINANCIAL PARTNERS's official website is https://c3fp.com
Answer: C3 FINANCIAL PARTNERS's revenue is $5 Million to $10 Million
Answer: C3 FINANCIAL PARTNERS's SIC: 5813
Answer: C3 FINANCIAL PARTNERS has 11-50 employees
Answer: C3 FINANCIAL PARTNERS is in Insurance
Answer: C3 FINANCIAL PARTNERS contact info: Phone number: 21******** Website: https://c3fp.com
Answer: We have found that there are basically three reasons why people dont continue their estate planning, business planning, or philanthropic planning. First, we find that they dont have clarity of their goals and objectives. Secondly, they dont have confidence in the planning that they have done or been advised to do. And, in some cases, they dont have confidence in their advisors. And third, we find that a lot of people think of their planning as an event. They say, Ive done my wills, Ive done my Family Limited Partnership, and/or Ive done my Charitable Remainder Trust. However, we know that things change -- financial situations change, personal situations change, and, tax laws certainly change. With all of that in mind, we emphasize the fact that planning is not an event, but a process. And as a process, it needs to be coordinated among all the key advisors of the client. That doesnt mean that we need to be the ones that are doing the coordination. We just want to make sure that the attorney, accountant, financial advisor, other appropriate family members, and C3 are all communicating and coordinating the process. Our goal throughout is to bring: Clarity; Confidence; and Coordination to the process. Securities offered through Valmark Securities, Inc. member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. C3 Financial Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Third-party posts do not reflect the views of Valmark Securities, Inc., Valmark Advisers, Inc., or C3 Financial Partners and have not been approved prior to posting.
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