Common Sense Financial

Common Sense Financial is an independent financial advisory firm founded in 2017, serving families and individuals in Utah with personalized retirement planning, life insurance, tax-qualified planning, annuities, estate planning, senior planning, debt management, and premium finance solutions. Led by advisors including Ephraim Maxfield, John Rodriguez, and Tasha, the firm distinguishes itself through a hands-on, client-centered approach that translates complex financial concepts into actionable strategies tailored to each client's unique situation and risk tolerance.