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
Managing Money as a Couple
Keys to preparing to grow wealthy together.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
It Was the Best of Times, It Was the Worst of Times
Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
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Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
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Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.