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Understanding Today’s Financial Environment

Welcome, we are Baker Schultz Tax and Financial, LLC, a financial organization in Verona, WI. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

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Our Process

Financial Planning. We are experienced professionals ready to help with your financial needs

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Our History

Tax Planning. Developing tax strategies to minimize and control taxes

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Our Values

Estate Planning. Legacy Planning for family and charities.

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Helpful Content

Helpful Retirement Strategies for Women

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.
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Retirement Is a Beginning

Retirement Is a Beginning

Key questions to answer when you are considering retirement.
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Working With A Financial Professional

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
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