Menu

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.
Start a Conversation

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.
Learn More
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.
Learn More
ebook

Complimentary eBook:
Uncommon Retirement Realities of Today

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

Get Our Updates

Get our monthly newsletter that brings you news, tips, and tricks on meeting your financial goals.

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 WEALTH

  • 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 wealth
  • Ongoing investment management tailored to your financial needs
  • Exceptional Service. We are here for you at anytime throughout our relationship
ebook

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.
5 Ways You Can Get Ahead of Inflation Inflation
5 Ways You Can Get Ahead of Inflation
Inflation. It’s a word that triggers either confused wrinkles on faces or deep financial concern depending on who you are. But it’s a very real thing happening right now. Just look at the huge markup […]
Read More
4 Tax Moves to Bust Out at the End of the Year
4 Tax Moves to Bust Out at the End of the Year
The end of the year can be really taxing, and we don’t just mean all the craziness of the holidays. We mean the Uncle Sam kind of taxing.    The financial world is constantly changing, […]
Read More
5 Years to Retirement? Here’s How to Master Your Retirement Income Plan
5 Years to Retirement? Here’s How to Master Your Retirement Income Plan
Your working life is almost over, but the work isn’t done yet. With just five years until you retire, it can be tempting to just coast the rest of the way and sit back and […]
Read More

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

Let us know how we can assist you!

Schedule a Meeting powered by Calendly