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B.I.G. Planning

At Wicker Strategic Wealthcare Group we specialize in B.I.G. PlanningSM. B.I.G. PlanningSM utilizes the Three Pillars of Wealth CreationSM, the Business Wealth Plan, Individual Wealth Plan and Global Tax Plan.

 

Business Wealth PlanSM  - The Business Wealth Plan takes business planning to the next level. The Business Wealth Plan transforms the small business into a Fortune 500 company in how the business is conducted. Business is conducted with an eye to maximizing the value of the business rather than managing a job for the owner. The business is the largest and most productive asset of most people who own a business. It only makes sense that maximizing the value of the business is the best way to maximize your individual wealth. The Global Tax Plan is an integral part of this plan. “Income taxation is the greatest deterrent to the creation of wealth that exists in the United States today” said Brooks Wicker author of “How to Create Multigenerational Wealth”.

 

Contract CFO

Outsourced accounting/finance department

Comprehensive tax planning and preparation

Business consulting

Retirement planning

Succession planning

HR consulting

Debt and finance planning

Lease/purchase planning

Merger and acquisition planning

Benefits planning

 

Individual Wealth PlanSM – The Individual Wealth Plan incorporates a holistic approach to wealth planning with the Global Tax Plan. Like Business Wealth Planning tax is the greatest deterrent to the creation of wealth that exists in the United States today. By incorporating Global Tax Planning in the Individual Wealth Plan, we minimize the global tax liability (taxes and fees paid from all sources) and maximize the Individual Wealth of our clients.

 

Personal CFO

Family office

Comprehensive tax planning and preparation

Business consulting

Retirement planning

Debt and finance planning

Lease/purchase planning

Comprehensive Financial plans

Stocks

Bonds

Mutual Funds

Annuities

Life, long term care, disability insurance planning

Estate planning

Education planning

 

Global Tax PlanSM – As stated above, the goal of the Global Tax Plan is to minimize the tax bite on both a business and individual basis thus freeing up wasted tax dollars and redeploying those funds to creating Multigenerational Wealth.

 

Comprehensive business and individual tax planning and preparation

Integration with Business Wealth Plan and Individual Wealth Plan

Tax mitigation services

Family tax minimization planning