Welcome to Wicker Strategic Wealthcare Group
We help wealthy people pay less tax and maximize their wealth!
"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
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Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its a of tax scams, spotlighting some ways that people try to separate you from your money.
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Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
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When to start? Should I continue to work? How can I maximize my benefit?
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Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess how many days you'll work to pay your federal tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
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.
A presentation about managing money: using it, saving it, and even getting credit.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
With alternative investments, it’s critical to sort through the complexity.
If you died, what would happen to your email archives, social profiles and online accounts?
What are your options for investing in emerging markets?
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