Todd S.'s Colleagues at C3 FINANCIAL PARTNERS
Todd S.'s Contact Details
N/A
Dallas, Texas
C3 FINANCIAL PARTNERS
Todd S.'s Company Details
After more than three decades of working in this area, we have found that there are basically three reasons why people don't continue their: estate planning; business planning; or their philanthropic planning. Basically, we find that they usually don't continue their planning due to one of three reasons. 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. The third thing we find is 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. Their financial situation changes, their personal situation changes, and, we certainly know that, tax laws 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 we are all communicating and coordinating the process.So, our goal throughout is to bring: Clarity; Confidence; and Coordination to the process.Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to