Expert Financial Advisory Services & Legacy Planning 

Client Services

At Goheen Insurance, we believe in building more than just client relationships; we create partnerships founded on trust, transparency, and a deep understanding of your unique financial needs.


Our client services are designed to bring your financial aspirations to life, guided by our commitment to excellence and the Goheen Advantage.

Celebrating Our Clients’ Success 

Our journey is marked by the success of our clients. From entrepreneurs to family-owned businesses, our portfolio showcases a diverse range of high-net-worth individuals and advisors who have trusted us with their legacies.

Join Our Legacy of Success

We take pride in our clients’ diverse success stories – let us add your story to our legacy of success.

A Case Study

The Right Partnership

The Problem 

A preferred banking vendor had a client, MT & MC — two partners who required premium finance services but had been struggling with finding the right premium finance partner for years. 

MT & MC refused to settle with any other premium finance partner for a variety of issues. Some would require full compensation up front, and others were trying to sell them more coverage than what was needed. Another company was trying to oversell a death benefit. MT had a potentially life-altering health procedure coming up, and needed to address their life insurance policy quickly.

The Solution

In the end, Shawn was able to negotiate with this client’s existing bank and design a policy that took care of state taxes and created a better plan between partners. Each of these new, 20 million dollar policies were put into place within 48 hours, so MT could have a health procedure taken care of with ease.

Please note – this review was not paid for.

Ready to Elevate Your Financial Strategy?

Whether you’re seeking premium finance experience, innovative wealth solutions, or personalized strategy estate planning, Goheen Insurance is here to guide you.

Schedule a consultation today and take the first step towards securing and growing your legacy with Goheen Insurance.