A Whole New dimension...Tax-smart retirement planning

General Info

As retirement nears, it is all too easy to view your financial picture as a to-do list, with "items" like "investments", "taxes", and "income" to take care of and "cross off" one by one. But addressing these aspects of your finances one at a time may not be the best way to do it, for decisions you make in one financial "dimension" may affect your choices in the other. They do not exist in isolation, and investments, tax reduction, and income streams are not "retirement solutions" in themselves. Rather, these are components in a total tax and retirement planning strategy. Baker & Launder recognizes that all this planning must be integrated. Denny Baker, Dave Launder and their staff also know that integrating tax and retirement planning can potentially result in synergy, to help you pursue various financial goals in the same process. Ready resources In fact, Baker & Launder is not limited to retirement and tax planning. Denny and Dave can also direct you to estate planning and long term care resources. If they can’t answer your questions, they are well-networked with professionals who can.

Contact Info

Phone:

Main - 608-845-8787

Address:

351 Prairie Heights Dr Verona, WI 53593

Email:

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Categories

Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Advisory Service, Investments, Retirement Planning Services, Tax Reporting Service, Tax Return Preparation, Tax Return Preparation-Business

Payment Options

visa, amex, cash, debit, discover, master card

Neighborhood

Prairie View Homes Condominiums