Broker Check

When Markets React

When markets shift, experienced investors stick to their strategy.
Learn More

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
Learn More

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
Learn More

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.

Contact Us
Our Process

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

Learn more
Our History

Tax Planning. Developing tax strategies to minimize and control taxes

Learn more
Our Values

Estate Planning. Legacy Planning for family and charities.

Learn more

Helpful Content

5 Benefits of Working in Retirement

5 Benefits of Working in Retirement

Here are 5 reasons why you may consider working through retirement.
Learn More
Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Learn More
Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Learn More

Have a Question

Thank you!
Oops!