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.
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.
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.
Services
When you're planning your future, you need a financial advisor you can rely on. Our fee-only independent team has been helping Janesville and Rock County families for over three decades. Consulting and advice on all areas of your financial life so nothing is left out of place. Attentive personal service so you understand your strategies and feel confident about them.
In a sense we serve as client's financial concierge where they can direct any and all financial questions. If we don't know the answer and/or we need to bring in other experts, we will carefully coordinate and collaborate with other professionals such as accountants, attorneys, insurance agents, bankers, etc.
Managing your money in today's world is not easy. There's a lot of complexity in navigating low-interest rates, inflation threats, taxes, and volatile markets. It can be challenging to find the best course of action for the current environment while also having an eye on the future. At Uncommon Cents Investing, we're here to help you find the answers to all of your questions.
John, our founder, fell in love with investing early in life. In fact, he started buying stocks in high school. Some of his earliest hobbies were charting stocks, watching the ticker tape, and reading the Wall Street Journal. That passion drove him towards helping people accumulate savings and wealth.
Our commitment goes farther than being a service provider. We also are deeply committed to helping people get educated about their finances. There are just too many people who are not aware of basic financial concepts, and it doesn't have to be that way. We've been helping educate and keep Rock County residents excited about investing and smart planning through our radio show, More for your Money.
Reviews (1)
Spiritual Warrior
Feb 03, 2022
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Critical: Professionalism
John Berkley is a complete wimp and lowers Janesville, controls his adult kids like puppets...Fakes and frauds who only love n worship money, start saying your prayers...deceitful, non-loving, arrogant, ignorant humans that seem to be heading downstairs...but Greg is pretty cool
John Berkley is a complete wimp and lowers Janesville, controls his adult kids like puppets...Fakes and frauds who only love n worship money, start saying your prayers...deceitful, non-loving, arrogant, ignorant humans that seem to be heading downstairs...but Greg is pretty cool