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Tax Smart Retirement Planning Integrated Tax & Retirement Planning Specialists Designed For You Simplifying the Complex

Understanding Today’s Financial Environment

Welcome, we are Baker & Launder Financial Services, 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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Financial Planning. We are experienced professionals ready to help with your financial needs

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Tax Planning. Developing tax strategies to minimize and control taxes

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Estate Planning. Legacy Planning for family and charities

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16 Wall Street Cliches in 60 Seconds

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What If You Get Audited?

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Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

A Bucket Plan to Go with Your Bucket List

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Making Sense of U.S. Household Net Worth

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Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

How Income Taxes Work

A quick look at how federal income taxes work.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Surprises

Making the most of surprises is a great reason to work with us.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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