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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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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
    Meet the Team
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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 retirement planning and investing insights and thoughts.
    New Retirement Contributions for 2023
    New Retirement Contributions for 2023
    Sheena Hanson, 18 Nov 2022
    Well, here we are, nearing the end of another year. Now is the time where people commonly wrap up their to-do list before December 31st hits and anticipate what might change for the year ahead. […]
    Read More
    Step-Up in Basis Definition and What it Means to You
    Step-Up in Basis Definition and What it Means to You
    Sheena Hanson, 1 Nov 2022
    Estate planning looks different for every client. For those with young children, it might mean designating a guardian and preparing for their financial future. For others, it will mean choosing someone to handle the administration […]
    Read More
    Time is Running Out on Roth Conversions for 2022
    Time is Running Out on Roth Conversions for 2022
    Sheena Hanson, 21 Oct 2022
    For many, a down market is cause for concern; but for others, there are opportunities to be had! One such perk is the Roth IRA conversion. If you’ve been considering a Roth IRA conversion, now […]
    Read More

    Independent advice you can trust. Customized money management made easy.

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    About

    Uncommon Cents Investing is a locally-owned, independent financial advisory firm serving residents of the greater Rock County, WI area. Our retirement planning and investment management services help you plan, make the most of opportunities, and overcome obstacles so you can feel secure and optimistic about your financial future. Investment Advisory Services provided by Uncommon Cents Investing, a Registered Investment Advisor.

    Contact Info

    Uncommon Cents Investing
    1215 Suffolk Drive
    Unit 100
    Janesville, WI 53546

    Phone: 608-563-2437

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