Homans & Associates Wealth Management, LLC, based in Southlake, Texas, helps individuals and families plan for financial milestones and build greater financial security. The firm emphasizes personalized advice, long-term relationships, and a human approach, starting with clients’ goals, circumstances, and timelines to shape a plan for the future.

Its services include financial planning, investment management, retirement planning, and tax preparation. Advisors help clients consider needs such as funding education, managing a business, and preparing for retirement, while investment strategies are developed around each client’s objectives and time horizon. The firm also offers tax preparation through Homans & Associates; this service is separate from Osaic Wealth, Inc., which provides securities, insurance, and investment advisory services through its registered professionals. Osaic and its representatives do not provide tax or legal advice.

The website also provides educational resources, including articles, videos, calculators, and information on retirement, estate, insurance, tax, money, and lifestyle topics.