Our Philosophy

Common Sense is somewhat unique in the financial services industry. We know that most people have a desire to save, plan, and be smart with their money. Yet we also know that, unfortunately, most people have not met with someone who can help make those desires a reality. Some may think that they need to already have lots of money in order to work with a financial professional. Others might just be so busy taking care of their day-to-day responsibilities, that putting a plan together always seems to get pushed to the bottom of the to-do pile. As a result, most families do not have a solid financial plan. 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. This plan will help them not only save now, but create a financial future they can be proud of.

How We do Business

We have adopted the mantra, “Do it right the first time.” It is interwoven in our culture and DNA. It is how we interact with our business associates, and more importantly our clients. We know that we are creating long-term relationships that should last many decades. This cannot be accomplished if we are only focused on short-term solutions. Our clients can have confidence that we will be there to assist them in the future as changes and new life events happen. We strive to provide a professional experience that sets us apart from all the distraction and noise that is out there online and on the airwaves. At Common Sense, YOU are our greatest asset and we are going to protect that at all costs.