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
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Why Do Renters Have to Save More?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Retirement Strategy After a Job Loss
Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Glossary of Scam Terms
A helpful glossary of current scams.
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Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
The Business Cycle
How will you weather the ups and downs of the business cycle?
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?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?