Investment Management
Using your goals and timeline, we recommend strategies that help guide you to each milestone.
Tax Preparation
Hold on to more of your hard-earned money by taking advantage of our expertise in tax preparation.
Financial Planning
After a lifetime of work, you deserve a comfortable retirement with the freedom to enjoy your golden years.
Have you ever imagined what life looks like in the future? Where do you want to be 10, 20, or 30 years from now?
Perhaps it's sending a son or daughter off to college, beginning a new business venture, or even ending a long career. While the vision may be clear, it can be considerably more difficult to conceive how you'll reach this destination.
Homans and Associates Wealth Management is proud to stand by your side and plan for the many wonderful milestones you and your family have yet to experience. Our talented advisors share in your excitement and alleviate the worry that accompanies whether or not you'll be able to finance an education, keep a company afloat, or afford to retire. Starting with today we map out your road to tomorrow, always mindful to answer your pressing questions, provide customized financial advice, and anticipate any problems that may arise. We are eager to begin a long-term relationship that guides you to your goals and inspires you to dream even bigger.
Contact UsHelpful Content
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Steps to Protecting a Child with Disabilities
Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
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Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.