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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

Long-Term-Care Needs

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.
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Building a Solid Financial Foundation

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.
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How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.
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