Financial Advisors
American Fork, UT
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.
Ideal for: Families planning for retirement, individuals seeking life insurance and estate planning, business owners managing tax-qualified retirement plans, pre-retirees and seniors securing stable income
Service area: American Fork and surrounding Utah communities
Personalized, Hands-On Service: Unlike larger institutions, Common Sense Financial prioritizes one-on-one relationships and tailored advice specific to each client's financial situation, ensuring complex strategies are explained clearly and simply.
Comprehensive Financial Solutions: The firm offers a full suite of services including retirement planning, life insurance, tax-qualified planning, annuities, estate planning, debt management, and premium finance—addressing multiple financial needs under one advisor.
Education-Focused Approach: Common Sense Financial empowers clients with ongoing financial education and knowledge, helping families make confident, informed decisions rather than relying solely on product recommendations.
Address: 315 S 500 E UNIT 202, American Fork, UT 84003
Phone: (801) 331-8659
Website: mycommonsensefinancial.com
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