Taking Your Financial Planning to New Heights
Life Insurance and Retirement Solutions for Individuals and Business Owners
A personalized approach to your planning needs.
C3 has teamed up with DPH Financial Services, Inc, one of the country’s elite independent life insurance and estate planning firms serving ultra-affluent individuals and families, including athletes, entertainers, executives, entrepreneurs and business owners. We are often brought into the nation’s leading law and accounting firms to ensure their clients receive the best care relating to their wealth protection and wealth transfer planning. Our philosophy revolves around trust, transparency, professionalism, relationships and cutting-edge knowledge.
Working relationships with estate planning attorneys, accountants, business manager, bankers and investment advisors helps to ensure that the insurance planning fits seamlessly into the overall financial plan.
Relationships with over 60 life insurance carriers, provides our clients with the ability to obtain optimal pricing with the most stable and reputable carriers in the industry.
Utilizing a team-based approach, provides each client with individual consideration.
We look forward to elevating your planning to new heights.
Protecting Your Loved Ones
Buying Life Insurance should not be an overwhelming process. We make it easy and quite frankly, fun to work with us.
Key Man | Buy Sell
Partnership and Key Employees have substantial value to your business. Make sure those assets are protected if the worst occurs.
Ready for Anything
You lead an active lifestyle and push the limits, so we are here to help make sure you are protected in any situation
We believe that guaranteed lifetime income in some form plays an important role in a carefree and confident retirement. Make sure you don’t outlive your money.