Understanding the SECURE Act
Stay Safe with a B.O.P. At Your Back
The Long Run: Women and Retirement
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.
Financial Planning. We are experienced professionals ready to help with your financial needs
Tax Planning. Developing tax strategies to minimize and control taxes
Estate Planning. Legacy Planning for family and charities.
Estate Management Checklist
The Value of Insuring Against Life’s Risks
What’s Your Investment IQ?