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
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
What It Takes to Become an Accredited Investor
What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
Building Your Legacy
A four-step framework for building a personal legacy.
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
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Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Rightsizing for Retirement
What does your home really cost?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?