10200 Forest Green Blvd.
Suite 112
Louisville, KY 40223

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Wicker Strategic WealthCare Group

(502) 893-9743

 
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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

 

Helpful Content

Should You Choose a Fixed or Variable?

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

 

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Saving on Fitness Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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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.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

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