Making Financial Success Feel Like Common Sense

We’re helping families just like yours make smart financial decisions for retirement, college, savings, and more.

Our Specialties

We are on a mission to make financial decisions easy and stress free. To help you achieve that goal, we offer a variety of dedicated services for families, individuals and even businesses.

Tax Qualified Planning

Optimizing your financial landscape by devising tax-qualified plans that ensure your investments are efficient and your future is secure.

Life Insurance

Secure your family’s future with Common Sense Financial’s tailored life insurance solutions that promise peace of mind and financial protection.

Premium Finance

Leverage our premium finance options to obtain substantial life insurance coverage without disrupting your cash flow or liquidating your assets

Senior Planning

Our senior planning services focus on securing a comfortable and financially stable retirement for you, ensuring your later years are truly golden.

Annuities

Guarantee a steady income stream during retirement with our annuities that promise long-term financial security and predictable earnings.

Debt Management

Transform your financial health with our comprehensive debt management strategies, designed to reduce your burden and pave the path to financial freedom.

Estate Planning

Ensure your legacy is preserved with Common Sense Financial’s estate planning services, providing peace of mind that your assets are protected and your wishes honored.

About Our Services

Who We Are

Founded in 2017, Common Sense Financial is dedicated to providing personalized financial services that cater to the unique needs of each client.

Our mission is rooted in the belief that everyone deserves access to sophisticated financial strategies and the knowledge to make informed decisions.

Our Specialty

We specialize in bridging the gap between complex financial concepts and practical application, ensuring that our clients are equipped to achieve their financial goals.

Our Approach

Our approach is centered on building lasting relationships and tailored solutions that empower personal and community financial well-being.

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Why We're Different

We distinguish ourselves through our commitment to personalized service and deep understanding of individual client needs.

Unlike larger institutions, we prioritize a hands-on approach, ensuring that every client receives tailored advice specific to their financial situation.

Methodology

Our unique method incorporates continuous education, empowering our clients with knowledge to make confident financial decisions.

Community

We are also deeply committed to community involvement, understanding that financial well-being extends beyond the individual to the health of the community at large.

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What Our Customers Say About Us...

    
 
 
        
   Noal Loertscher 
 2024-04-12
 
 
  We met Ephraim through our son and he is very personable, respectful, and sincere.  He had our best interest in mind as he explained to us how his products work and could best help us in our situation.  He was very sensitive to our financial situation and encouraging.  He was also patient with our questions since we do not have a strong knowledge of retirement plans and all the ins and outs.  But, he helped us understand them in a basic way which made it all very clear and simple for us to make an informed decision with our retirement accounts.

He is very trustworthy and the products are low risk, moderate risk, or higher risk depending on your comfort level.  And, he respected our wishes and desires the entire way.  I highly recommend his products and services.
  
 
       
   Aspen Hegstrom 
 2024-04-11
 
 
  I can't recommend Common Sense Financial highly enough! Their team of specialists provided me with invaluable guidance on life insurance options tailored to my needs. Their depth of knowledge and personalized approach made the process smooth and reassuring. Ephraim Maxfield is very helpful and personalable! Five stars all the way!"
  
 
       
   Hyrum Shelton 
 2024-04-10
 
 
  Alek Packham and Ephraim are really outstanding guys. They helped me in every step of the way and are so patient.
  
 
       
   Jaquelin Gapczynski 
 2023-10-19
 
 
  John R is the advisor that helps me with my life insurance. He guided me through each step of the process and found the best plan for me and my husband. He is very professional and takes his time explaining each opportunity that would best suite our families goals. I learned so much investing with this company because John has a lot of knowledge. I now am reaching my financial goals thanks to John.
  
 
       
   Kevin Speicher 
 2023-10-19
 
 
  I worked with John Rodriguez over at common Sense financial. He was absolutely great and went through the process step by step. Very clear with his numbers and what he was going to achieve with my investments. He is an honest guy and very transparent which is much appreciated. I would highly recommend working with him.
Kevin S
  
 
       
   Michael Hair 
 2023-09-20
 
 
  What a pleasure it is working with Tasha and Rebecca of Common Sense Financial! My wife and I are getting ready to retire and they made everything so easy and explained everything to us as they were helping us! We are definitely in this long term and there isn’t a better financial institution that we could have gone with! Thank you Tasha and Rebecca.
  
 
       
   martha pineda 
 2023-09-19
 
 
  Being part of Common Sense Financial is just a great experience ,Knowing that I’m financially support  I’m greatly appreciated with Tasha and Johnny Rodríguez for introducing me to this Great company.
I definitely recommend this company to all my family!
  
 
       
   John Nelson 
 2023-09-19
 
 
  Absolutely Life changing! Common Sense Financial has shown me and my family, the ONLY way to guarantee financial security. They are the only financial service institution that is structured to benefit you, the client! Common Sense Financial is transparent, honest, compassionate, and brilliant! My only regret is that I didn’t find them sooner!
  
 
       
   Mollie lyman hall 
 2023-09-19
 
 
  Wonderful, smart, patient staff that truly care! Tasha and Johnny are the best!
  
 
  
  
 
 
   Google rating score: 5.0 of 5, based on 68 reviews