Our Services

Uncommon Cents Investing focuses on creating and managing wealth using time-tested, in-house strategies, tailored to each client’s unique situation.

We help individuals, families, and businesses who have the desire to grow their wealth! Many times the people we work with understand the importance of a long term vision, the concept of risk and reward, and like to take advantage of good opportunities. They often are goal oriented, like to see results, and are cost-conscious. Ultimately, we work with smart people who want to delegate the task of managing their investments and other financial decisions.

Although we specialize in investments, we take a comprehensive approach and always address insurance needs, debt management, estate planning, tax considerations, and lifestyle factors.***

Here is a detailed list of what we have to offer:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities
 

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
 

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
 

Cost

We do not charge for the initial introduction meeting for those who are interested in becoming clients

  • Consulting (for non-clients): $100 per hour, 2 hour minimum
  • Managed account program: based on account size, .50-1.0%**
  • Insurance and mutual fund services: varies based on recommendation

** When a client qualifies for our managed account program, we have the ability to build and manage the account in-house, eliminating the middle man that comes with an extra expense. Fees can make a tremendous difference when it comes to building and maintaining wealth and we try to keep the cost of doing business at a minimum while providing a customized solution.

*** SII does not provide tax advice.