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Investing doesn’t have to be difficult. Let us do the heavy lifting.

At Uncommon Cents Investing, our team provides fee-only, fiduciary investment management and comprehensive financial planning services so you don’t have to manage all aspects of your financial life yourself. Our in-house investment solutions and hands-on approach is designed to help you achieve your retirement goals with more peace of mind and less complexity.
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Financial Advisors Serving Janesville, Wisconsin

Minimize Financial Stress and Secure Your Future

Understanding Your Needs

Understanding
Your Needs

While many firms make the same cookie-cutter recommendations to everyone, we don’t believe that approach serves you well. So the first thing we do is ask you questions and listen to understand your objectives, goals and concerns fully. That enables us to provide strategies personalized to your needs.
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Sophisticated Investment Management

Growing Your
Assets & Managing Risk

As a fee-only firm, we don’t push products. Instead, we give objective advice that is only in your best interest. Our CERTIFIED FINANCIAL PLANNER™ and investment professionals provide you with strategies to build and maintain wealth while managing risk, so you can achieve more and worry less.
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Complimentary eBook:
Uncommon Retirement Realities of Today

8 Key Insights you don't want to miss before your big transition.

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    What Can You Expect from Us?

    For over three decades, our team has helped Rock County residents take the guesswork out of managing their money and comfortably transitioning into retirement.
    Analyze the Situation

    Analyze the Situation

    BUILD A PLAN

    BUILD A PLAN

    ASSESS TAX CONSEQUENCES

    ASSESS TAX CONSEQUENCES

    Implement the strategy

    Implement the strategy

    GROW & MAINTAIN YOUR WEALTH

    GROW & MAINTAIN YOUR NEST EGG

    • Getting to know you through an introductory phone call
    • In depth consultation to review your complete financial situation
    • Investment and financial planning recommendations geared toward improving your situation
    • Implementation of strategies to build and maintain your nest egg
    • Ongoing investment management tailored to your financial needs
    • Exceptional Service. We are here for you at anytime throughout our relationship
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    Want to get to know us?

    Catch us every Saturday morning on More for Your Money, our live radio show. We’ll answer live questions and provide helpful tips on how small steps and simple changes can help you build wealth and feel financially confident.

    The Uncommon Cents Blog

    Keeping you updated with the latest financial planning, retirement planning and investing insights and thoughts.
    Consolidating Your 401ks: From Chaos to Control Consolidate your 401k
    Consolidating Your 401ks: From Chaos to Control
    Are you tired of keeping track of multiple 401k accounts from previous employers? Are you overwhelmed by the thought of managing different investment portfolios and tracking their performance individually? Consolidating your 401k accounts may be […]
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    Wisconsin Inheritance Tax: Here’s What You Need To Know Wisconsin Inheritance Tax
    Wisconsin Inheritance Tax: Here’s What You Need To Know
    Understanding inheritance and estate taxes can be challenging due to the different rules at the federal and state levels. Whether you’re planning your estate or managing an inheritance, knowing these laws is vital for minimizing […]
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    Understanding Estate Planning In Wisconsin Estate Planning in Wisconsin
    Understanding Estate Planning In Wisconsin
    When you think about the future, you’re likely concerned about protecting what you’ve worked for and making sure your loved ones are safe. The right estate plan helps you do both. However, in Wisconsin, this […]
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    Independent financial advice you can trust. Customized money management made easy.

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