Spoken over 150 years ago, this famous quote still rings true today and eloquently captures our mission at Baker Schilling Smith Wealth Strategies: helping you create your ideal tomorrow, today. Each individual situation is unique, and designing your ideal future requires a clear understanding of your goals and objectives, team work, close collaboration with trusted advisors, and knowledge of an ever-changing, complex legislative and economic environment.
When it comes to navigating the financial landscape, experience is the best teacher, and with our nearly 40 years of combined experience helping clients achieve financial independence, we're confident we can help you:
We realize that everyone talks about trust, however we believe that it's even more important to we work everyday to continue to earn your trust. If our philosophy resonates with you, give us a call!
Planning your financial future is often placed on the "back-burner". However, you must plan for the future today, because the future will become the present, whether you plan for it or not.
Helping you manage your finances so you can focus on your business.
Income and cash-flow, extended care, Social Security, Medicare, charitable and legacy planning.
Customized financial planning for the busy medical professional.