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
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When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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See how long a lump sum of savings could last based on your withdrawal rate and return.
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Compare two different scenarios side by side to see how they stack up over time.
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Estimate your potential federal capital gains tax liability on the sale of an asset.
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See how inflation over time could affect the purchasing power of your retirement income.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!