FINANCIAL ADVISOR Birmingham, AL.

Your Partner In
Financial Growth

3C FINANCIAL MEANING

What Does 3C Stand For?

Your Financial Success, My Expertise
My competence is evident in the results delivered through 3C Financial. I combine years of experience
and hard-earned wisdom with a deep, personal commitment to your financial well-being and to helping you receive the best possible advice.

More Than an Advisor, Your Financial Partner
Beyond the numbers, 3C Financial understands that financial decisions are deeply personal. I approach your financial needs with compassion, taking the time to understand your unique situation, including the emotional aspects of your financial journey. I'm not just an advisor; I'm your partner in success.

Empowering Your Financial Choices
The blend of Competence and Compassion are what allow those who walk with me the Confidence to face life in good times and challenging times like a tree that never waivers in the face of winds.

VOICES OF CLIENTS

Clients Reflect on Their Experience

Beth G.

“Heath provides me with Financial Security which frees me up to worry about other things.“

This statement is a testimonial by a client as of 11/29/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing their testimonial.

Bill F.

“Heath brings a presence and sense of well being to our relationship in the way he manages our wealth.  I actually look less at how the portfolios is going as we have complete confidence in his ability to manage.“

This statement is a testimonial by a client as of 12/18/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing their testimonial.

John S.

“I have confidence working with Heath as he takes that concern off of my plate“

This statement is a testimonial by a client as of 11/22/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing their testimonial.

Lynn M.

“It couldn't have been easier to move my business to 3C Financial and I'm SO glad I did it!“

This statement is a testimonial by a client as of 4/24/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing their testimonial.

Alex K.

“I first met Heath nearly 20 years ago and was at a place where I just needed advice.  I had heard horror stories of people being misled by Financial Advisors.  However, after beginning to work together I trusted Heath and felt a personal connection with him.  He is very accessible, and I really sensed that he understood our needs.  Through his advice and guidance, I have come to understand that there are a lot of complicated layers to the process..."
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This statement is a testimonial by a client as of 4/24/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing their testimonial.

Sheri W.

“I originally met Heath 15 years ago, through my local bank, and immediately felt comfortable with him, sensing right away his honesty and perception of relationship building.  I knew I needed Financial Planning and Investment advice and had neither the time nor inclination to do it myself; frankly, it bored me.  I had money and needed someone I could trust..."
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This statement is a testimonial by a client as of 4/24/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing their testimonial.

Chad W.

“I’ve known Heath since the early 90’s and many might consider that a detriment to doing business together. What happens if business doesn’t work out? Do I want to risk harming a relationship, especially a relationship with someone I worship with at church? However, on the other hand, it’s a real asset to have someone with the same values..."
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This statement is a testimonial by a client as of 7/9/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing their testimonial.

OUR FOUNDATION

Let’s Build Your
Tomorrow Together

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Financial Planning

3C’s financial planning services offer a meticulously crafted roadmap for your financial journey. Working closely with you, I create a personalized plan aligned with your goals. Let us deliver your tailored number, empowering you to define what's enough and when you'll achieve it.

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Asset Management

At 3C, we specialize in managing substantial investments, with many clients entrusting portfolios exceeding $1.1 million. Our focus seeks strategic enhancement, fostering growth and resilience in your financial resources.

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Retirement Planning

Navigating retirement complexities can be daunting, but with 3C, it transforms into a well-charted journey. I'm here to provide clarity and support for a fulfilling next phase. Together, we'll redefine retirement with security, satisfaction, and the pursuit of your dreams.

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PARTNERS IN A CLIENTS

More Than an Advisor, Heath Partners In
Your Journey

At 3C Financial, I go beyond traditional financial advising. I become your valued partner on your life's financial journey, offering personalized guidance that extends beyond numbers. With a Biblical approach, I'm invested in your financial well-being.

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I GET TO KNOW YOU

The 3C Process

Onboarding

Our journey begins with an initial onboarding phase to set expectations for the upcoming process.

Financial Planning

We'll assess your lifestyle spending, define clear goals, review existing plans, adapt to life changes, and address estate planning needs.

Retirement Planning

We address your retirement savings, income projection, tailored income strategy, lifestyle plans, and healthcare needs are in order.

Asset Management

With a personalized investment strategy, we monitor performance, adjust portfolios, explore new opportunities, and continuously align investments with your evolving goals.

OUR PROCESS

Bridging Gaps, Creating
Solutions, Earning Trust

Explore how 3C Financial aims to leverage its financial expertise to bridge gaps and provide distinct solutions for your financial success.