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.