Who We Are

Sense Financial is one the market’s leading Checkbook IRA and Solo 401(k) Facilitator. We educate and equip individuals, families and business owners to exercise wise stewardship over their finances.

“To give light to those who sit in darkness and in the shadow of death, to guide our feet into the way of peace.” ~ Luke 1:79

Mission Statement

To help our clients achieve financial freedom by following proven Biblical principles of financial planning and investing.

Company Overview

The Solo 401k and Checkbook IRA from SENSE FINANCIAL are viable solutions that allow investment into virtually any asset including real estate, provide “Checkbook Control” over a client’s retirement account and minimize or eliminate custodian fees.

Our company was founded to assist families with planning for their future. The concepts we teach are based on proven Biblical principles that make sense:
Set goals – “Good planning and hard work lead to prosperity.” Proverbs 21:5
Get out of debt – “The borrower is servant to the lender.” Proverbs 22:7
Prepare for unexpected – “A sensible man watches for problems ahead and prepares to meet them.” Proverbs 27:12


Invest for the future
– “The wise man saves for the future, but the foolish man spends whatever he gets.” Proverbs 21:20
Diversify your investments – “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.” Ecclesiastes 11:2

Solo 401(k) and Checkbook IRA

Our products have helped hundreds of families plan for their future. Sense Financial Services provides the solutions for financial freedom.
If you are like most Americans, some of the following limitations have been causing small returns and unnecessary risk:

  • Limited investment options confined to the stock market
  • Taxation of investment returns
  • Lack of control over your retirement funds

Learn more with a Free Consultation

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