电子邮件 | csm***@***.com | 获取Email |
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电子邮件 | csm***@***.com | 获取Email |
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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 have not been approved prior to posting.
公司 | C3 FINANCIAL PARTNERS |
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职位 | Senior Partner | CPA, AEP®, CAP® |
地点 | United States |
http://www.linkedin.com/in/carolynjsmith | |
部门 | |
头衔 | ► Preserving Family Wealth & Business Continuity Across Generations | Estate Planning | Tax Liquidity | Philanthropy |
C3 FINANCIAL PARTNERS Senior Partner | CPA, AEP®, CAP®
2010-02-01 -
C3 FINANCIAL PARTNERS Disclosure
2010-02-01 -
Director
2010-02-01 -
Padgett, Stratemann & Co., L.L.P. Tax Partner, Partner in Charge of Private Client Services
1980-01-01 - 2010-01-01
Carolyn Smith 在 C3 FINANCIAL PARTNERS 担任 ► Preserving Family Wealth & Business Continuity Across Generations | Estate Planning | Tax Liquidity | Philanthropy
Carolyn Smith 在 C3 FINANCIAL PARTNERS 的职位是 ► Preserving Family Wealth & Business Continuity Across Generations | Estate Planning | Tax Liquidity | Philanthropy
Carolyn Smith 的电子邮件地址是 csm***@***.com
Carolyn Smith 的电话号码是 -
Carolyn Smith 的公司电话号码是 +121****
Carolyn Smith 在 insurance 工作。
Carolyn Smith 的一些同事包括Carolyn Smith、Jay Wheless、Todd Healy、Rowe BlountRebecca Bates、。
Carolyn Smith联系方式: 电子邮件地址:csm***@***.com 电话号码:-
Carolyn Smith 的个人领英是:http://www.linkedin.com/in/carolynjsmith
Carolyn Smith 的办公地点:8401 N Central Expressway, Suite 645, Dallas, Texas 75225, US
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