Individual CPA Services
Financial & Retirement Planning
What We Do \
We help individuals plan and prepare for a secure financial future with confidence.
Financial and retirement planning services provide a roadmap to help you achieve your long-term goals.
Financial Planning, Retirement Strategies and Investment Management Services provided by Baker Schultz Tax and Financial LLC.
Personal Financial & Retirement Solution \
A customized CPA-led strategy to grow, protect, and optimize your wealth over time.
Financial and retirement planning isn’t one-size-fits-all. We provide personalized guidance to help you maximize retirement savings, reduce taxes, and plan for life’s milestones. Our team helps you understand complex financial decisions and keeps you on track toward your goals. With proactive support from a Madison CPA, you can approach retirement with clarity and confidence.
What's Included:
- Retirement savings and investment strategy
- Tax-efficient planning and optimization
- Risk management and insurance review
- Budgeting and cash flow analysis
Who This Is For:
- Individuals planning for retirement
- Professionals seeking tax-efficient strategies
- Families managing long-term financial goals
Services for You \
Additional Services for Individuals
Estate & Trust Tax Preparation
We offer plan strategies to help individuals plan for the future. Create a structure plan to help preserve and protect your beneficiaries.
Tax Planning & Preparation
Accurate and efficient tax preparation, helping minimize liabilities and ensure compliance.
Work With a Personal CPA \
A personal CPA who provides clarity, guidance, and support for your financial decisions year-round.
Working with a personal CPA means having a trusted professional who understands your financial picture and helps you stay prepared. We offer proactive guidance, clear communication, and reliable support as your finances evolve.
Our services are designed to simplify complex decisions, reduce uncertainty, and help you move forward with confidence through every stage of life.