Referral Partners

Through the years, we've had the pleasure of working with professionals we know and trust. Consider this an introduction to a few of our favorites. If you contact them, just remember to tell them who sent you!


 

Health Insurance

Sherry Hoffman Health InsuranceSHERRY HOFFMAN

Service Area
Oregon & Washington State

Sherry is a dedicated independent agent that has access to multiple companies that provide quality health insurance coverage. Her company, Healthcare Solutions Team, has the distinction of being the only BBB accredited health insurance agency with both an "A rating", and the BBB's "Complaint Free Award". Trust us when we say that Sherry is "good people" and will take great care of you. Regardless of your budget or medical history, she will work diligently to make sure you have the health care coverage you need. You can reach her at (425) 775-5564 for a no-obligation quote.

Financial Coach

Mindy Crary, Financial CoachMINDY CRARY

Service Area
United States

Mindy is not your typical Certified Financial Planner. Although she has been a CFP for years, she prefers the professional title, "Money Coach" because she helps clients understand and improve their relationship with money. We like that her creative and down-to-earth approach leads to financial freedom for her clients, including emotional freedom from the money triggers that often get in the way of financial success and abundance. To learn more about Mindy and her fee based services for individuals, families, and businesses, visit her website and be sure to check out the freebies she generously offers her visitors.

Financial Advisor

vonKoschembahr Financial AdvisorDAN VON KOSCHEMBAHR 

Service Area
CA, OR, WA + 10 other states

Dan is one of the best and brightest when it comes to Financial Portfolio Management. He has a traditional financial advisor practice, but "traditional" is not the first word that comes to mind when we think of the value of his service to his clients. Dan is a straight shooter who is highly knowledgeable, trustworthy, and attentive. He makes a point to stay well informed about the market, and his clients' personal situations, giving them customized care for which he is well known. Visit Dan's LinkedIn profile page to contact him and learn more about his expertise in the field of financial advising.