Todd S. Healy

About Todd S. Healy

After more than four decades of working in this area, we have found that there are basically three reasons why people don’t continue, or keep up, with their estate planning, business planning, or philanthropic planning. They don’t have clarity of their goals and objectives. They don’t have confidence in the planning that they have done or been advised to do or they don’t have confidence in their advisors. People think of their planning as an event. They say, “I’ve completed my wills, my Family Limited Partnership, and/or I’ve done my Charitable Remainder Trust.” However, things change. Whether it is their personal situation, financial situation, or the tax laws change, planning is not a “one and done.” With this 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. Our goal is to make sure that the attorney, the accountant, the financial advisor, and other advisors are all communicating and coordinating the process with each other. Our task, then, is to bring: Clarity; Confidence; and Coordination to the process, ensuring that our families are financially positioned appropriately.If clients haven’t had their estate planning reviewed for over a year, we invite them to have a conversation. Whether or not we decide to work together, we can usually offer insights that can help ensure they are moving in the right direction. t•••••@c3fp.com | 21••••••18Securities 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 found on this profile do not reflect the views of Valmark Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by Valmark Securities as to accuracy or completeness. 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. The testimonials/endorsements provided may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

Experience

1. Disclosure

   C3 Financial Partners

   Sep 2019 — Present

   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.

Education

• The American College of Financial Services

  Chartered Life Underwriter

• University of California, Berkeley

  Masters, Social Work

  1972 — 1974

• University of California, Berkeley

  Bachelor of Science (BS), English

  1970 — 1972

Skills

• Financial Advisory
• Leadership Development
• Retirement Planning
• Succession Planning
• Disability Insurance
• Charities
• Estate Planning
• Estate Preservation
• Family Office
• Life Insurance
• Family Foundation
• Wealth
• Financial Planning
• Whole Life
• Estate Planning Coordination
• Philanthropy
• Long-Term Care
• Tax Liquidity
• Insurance
• Retirement
• Strategic Financial Planning
• Employee Benefits
• High Net Worth Individuals
• 401k
• Financial Planners