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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

<p>Why Medicare Should Be Part of Your Retirement Strategy</p>

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.
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<p>A Look at Diversification</p>

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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<p>Trends in Charitable Giving</p>

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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