We have found that there are basically three reasons why people don’t continue their estate planning, business planning, or philanthropic planning.   

First, we find that they don’t have clarity of their goals and objectives.  

Secondly, they don’t have confidence in the planning that they have done or been advised to do.  And, in some cases, they don’t have confidence in their advisors.  

And third, we find that a lot of people think of their planning as an event.  They say, “I’ve done my wills, I’ve done my Family Limited Partnership, and/or I’ve 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 doesn’t 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 may not have been approved prior to posting.

This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.

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