We’re helping families just like yours make smart financial decisions for retirement, college, savings, and more.
About Us
Who We Are
Common Sense Financial was started in 2017 when our founders came to the realization that the finance industry was lacking people who truly cared for and did right by their clients. Since 2017 we have grown rapidly and now do business in 49 states! Our name comes from our firm belief that finance should be about common sense!
So many people have questions or concerns about their financial security, the answers to which are not taught in schools. We are passionate about providing financial education and answers for families and individuals from all walks of life.
Our motto is “Helping families prepare for their financial future one family at a time, starting with yours”. There are too many things in life that are stressful or confusing; setting yourself and your family up for financial security should not be one of them.
Common Sense Financial was created to fill a void in the financial industry. The crusade of our company is to bring a common sense approach to the unfamiliar topics of money, retirement, and long-term savings.
Our Philosophy
Our philosophy has always been to make it as simple as possible for individuals and families to put together a financial plan, without any out of pocket expense. We pride ourselves on creating a custom financial strategy for each individual we meet with, free of charge.
We do business with people of all ages and backgrounds and work with a variety of products to create the best solution on a case by case basis because at Common Sense Financial we do not believe in a one size fits all approach. With us, finance is personal!
How We’re Different
We have adopted the mantra, “Do it right the first time”. At Common Sense Financial, doing right by the client is one of our core values and something we never waver on!
Always Transparent
We pride ourselves on our transparency, a rare quality in the finance industry. Here at Common Sense Financial, we work to provide a professional experience that sets us apart. We always put the client’s needs and desires first and take whatever steps necessary to create a financial strategy that is best for them.
Our Approach
We value long-term relationships over short-term solutions and develop a bond of trust with everyone we work with. Unfortunately, common sense in the finance world has become uncommon and we are here to change that.
Our Track Record
Our standard of excellence, ethics, and high morals has led to a stellar reputation in the financial services industry.
We have long standing partnerships and relationships with billion and trillion dollar companies that allow us to help our clients achieve their financial goals.
Our clients can have confidence that we will be there to assist them in the future as changes and new life events happen.
At Common Sense, YOU are our greatest asset and we are going to protect that at all costs.
What Our Customers Say About Us...
Noal Loertscher2024-04-12We 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 Hegstrom2024-04-11I 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 Shelton2024-04-10Alek Packham and Ephraim are really outstanding guys. They helped me in every step of the way and are so patient.
Jaquelin Gapczynski2023-10-19John 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 Speicher2023-10-19I 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 Hair2023-09-20What 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 pineda2023-09-19Being 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 Nelson2023-09-19Absolutely 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 hall2023-09-19Wonderful, smart, patient staff that truly care! Tasha and Johnny are the best!
