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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 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
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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.
Top 3 Challenges of a Fixed Income for Retirees
Top 3 Challenges of a Fixed Income for Retirees
In retirement, your only real challenge should be choosing between what umbrella drink you want or what trip to take next. (Pina colada and Bermuda being the obvious answers.) But in between all the relaxing […]
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3 Financial Mistakes to Avoid as You Approach Retirement
3 Financial Mistakes to Avoid as You Approach Retirement
If you have retirement in your sights, you can feel good about all the work you put into building your retirement nest egg—not an insignificant accomplishment by any measure. However, as you gaze into your […]
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401K, SEP, Simple, or Other? Which Retirement Account Should You Offer Your Employees?
401K, SEP, Simple, or Other? Which Retirement Account Should You Offer Your Employees?
With the recent extinction of pension plans, workplace retirement plan options have become a cornerstone of most employee benefits packages. Not only do these plans help employees save and invest for their future, but often […]
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Independent advice you can trust. Customized money management made easy.

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