Partners Network
Services your C2 team coordinates and provides. Tell us what you need and we handle the introduction, the coordination, and the follow-through.
Medicare Coordination
Approaching Medicare eligibility? Fill out the form and your C2 team will begin coordinating your Medicare planning with you directly. No cold calls, no searching alone. Every Medicare decision is tied to your income strategy and enrollment timing.
Estate Planning
C2 works with affiliated estate planning attorneys who understand your plan. When you are ready to address trusts, beneficiary designations, or generational wealth, we coordinate the introduction and stay involved throughout the process.
United Charitable
United Charitable manages your donor-advised fund. Log in to submit grant requests, review account activity, and manage your charitable giving. For questions, contact United Charitable directly at info@unitedcharitable.org.
Real Estate
Tell your C2 team what you need. Whether you are buying, selling, or downsizing in retirement, your team will coordinate a real estate referral that fits your plan.
Mortgage & Lending
Tell your C2 team what you need. Your team will coordinate a mortgage referral that works for you, aligned with your income strategy, Social Security timing, and overall retirement cash flow.
Additional Services
Have a need that is not listed here, or know someone you think C2 should be working with? Use this to reach out. Whether it is a specialized planning need or a referral you want to pass along, your team is happy to hear it.
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To start a coordination or referral, contact us at service@c2privatewealth.com. Our team will handle the introduction and stay involved throughout the process.