Helping Those Seeking to Build Wealth, Make Smart Financial Decisions, and Secure a Fulfilling Retirement
At Uncommon Cents Investing, we’re proud to provide our community with high-quality investing strategies and retirement planning help.
—Sheena Hanson, CFP®, Uncommon Cents Investing
It can be hard to know if you’re doing the right things with your money if you don’t have a genuine interest, time, or knowledge. At Uncommon Cents Investing, we specialize in helping Janesville and Rock County residents by providing money management services and tailored financial advice.
We are a full service investment management firm best suited for working with people with more than $250K in investable assets who already have several years under their belt in diligent saving or have experienced a financial windfall. This typically includes high income earners, people who are within five years of retirement or those already retired.
I’m still saving for retirement.
Uncommon Cents Investing can help you:
- Clarify your goals and your ideal lifestyle for future retirement
- Create an investment portfolio suited to you with ongoing management and monitoring
- Fully understand your investment strategy, so you feel confident
- Navigate various financial issues as they arise, outside of the investment process
- Get your finances in order, so you feel organized
I’m already retired or within 5 years of retiring.
Uncommon Cents Investing can help you:
- Create a retirement plan that can help you achieve that milestone more efficiently
- Forecast your cash flow needs in retirement
- Create a retirement income plan that’s tax-efficient
- Manage and understand health care costs
- Optimize your Social Security and Medicare options
- Invest your money appropriately, so it helps you achieve your lifestyle goals
- Fully understand your investment strategy, so you feel confident
- Get and stay financially organized