Welcome to Wicker Strategic Wealthcare Group
"Any Firm can tell you what you did last year. I help you pursue your dreams for tomorrow." -S. Brooks Wicker, Jr., CPA President
The Wicker Strategic Wealthcare Group is a full service tax planning and wealth care firm based in Louisville, Kentucky. I assist clients throughout the U.S. who want objectivity and a holistic approach to their wealth care.
The Wicker Strategic Wealthcare Group was formed in 1994 by S. Brooks Wicker, Jr., CPA in Louisville, Kentucky.
My highest priority is to create value for clients by offering comprehensive accounting, tax and financial planning* services.
I recognize that my clients lead active and complex lives. They understand that managing their financial lives is more complicated and time-consuming than ever before. They acknowledge that working with specialized financial professionals provides them with a level of confidence and security. Wealth accumulation and estate preservation includes planning in tax and insurance and coordination with legal and other professionals. I follow a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions.
For more information on my firm, I invite you explore this web-site, to call toll-free or to email me. I look forward to discussing your personal needs and how I might provide investment advisory services*, tax planning, business advisory and financial planning* support to you.
Click here to view my PDF brochure
*Offered by Brooks Wicker through H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Good Ship IPO
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
There are things about Social Security that might surprise you.
What can be learned from the savings rate?
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
This worksheet can help you estimate the costs of a four-year college program.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Understanding the economy's cycles can help put current business conditions in better perspective.
Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Are you ready for retirement? Here are five words you should consider.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.