Hereʼs what a few of our clients have to say about us (these are not paid testimonials):


“I have referred many clients and friends to John Gotschall of Coaching Financial Concepts and they have all said that the level of customer service that he provides is second to none. John really cares about his clients and makes sure that their questions are answered and their problems get solved. He is exactly what I would want in a financial advisor/insurance professional, which is why I continue to work with him.”

Joseph C., CPA, Chlada & Associates

“Johnʼs friendly attitude and attentive personality really set his company apart from others who only see me and my company as a number and a paycheck. If you are on the fence for who to select for your companyʼs health insurance agent, I recommend Coaching Financial. They helped us save a ton of money!”

Justin H., Chef/Owner, FIG Catering

“I have worked with Coaching Financial Concepts since 2002, both on my own companyʼs benefits as well as those of my clients. They consistently continue to add value and exceed expectations. They have truly become trusted advisors!”

Sam T., President, Human Elements

“Our company has had Coaching Financial as our broker for many years. I am a very busy Human Resources Generalist and have limited time to do a lot of the registration, follow-up, and investigative work with insurance issues. If it wasnʼt for John and Sue, I donʼt know what I would do! They have been wonderful to me and our company. They really go the extra mile!”

Julie S., Director of Human Resources, Diemasters Manufacturing

“Coaching Financial is the perfect fit for us because they have ʻcoachedʼ us through a variety of recommendations. As a result, we are more educated investors with a trusted resource who provides advice on all aspects of our financial and estate planning.”

Allen and Donna V., Studio Villanueva

“John Gotschall is an amazing professional. I feel completely confident referring him to my clients. He has helped me and my clients get the best protection at the best rates with the best companies. He has helped me and the people I refer him to save significantly on their premiums. The service his office provides is excellent, timely and caring. And you always have fun in the process. Who ever thought insurance could be fun? It is with John! Heʼs the best!”

Beth B., President, Beth B. Inc.

Past performance is no guarantee of future results, of course. Nor a limitation: we might do even better for you.