
Wealth management can be better accomplished by a business professional who is qualified to prepare your taxes, manage your investments, and track your finances. Homesley Wealth Management is uniquely positioned to provide these services. We focus on minimizing our clients' tax burden while fully complying with tax law. Reduction of taxes over the lifetime of our clients enables them to more effectively build wealth.
One of the keys to wealth management and saving on taxes is to have a proper accounting and anticipation of your income, expenses, and cash flow. We help our clients to better understand their financial picture with our accounting services. Our philosophy focuses on the discipline of consistent saving, the diversification of appropriate investment products, and the proper management of risk.
Homesley Wealth Management offers many financial services to help our clients accomplish their financial goals. Homesley Wealth Management is uniquely qualified to help you achieve your financial goals.
One of the keys to wealth management and saving on taxes is to have a proper accounting and anticipation of your income, expenses, and cash flow. We help our clients to better understand their financial picture with our accounting services. Our philosophy focuses on the discipline of consistent saving, the diversification of appropriate investment products, and the proper management of risk.
Homesley Wealth Management offers many financial services to help our clients accomplish their financial goals. Homesley Wealth Management is uniquely qualified to help you achieve your financial goals.
Services
Our Company
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Greg Homesley MBA CPA CFP(R) professional / Homesley Wealth Management provides comprehensive tax, accounting, and financial services for professionals, executives, small business owners, and retirees.
Greg Homesley is a licensed Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER Professional.
Very few financial advisors in the marketplace have this unique combination of professional qualifications.
He also holds an MBA and has over 30 years of experience as a financial professional in a wide variety of situations from a position in a small accounting firm to being a successful Fortune 500 executive.
Greg Homesley is a licensed Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER Professional.
Very few financial advisors in the marketplace have this unique combination of professional qualifications.
He also holds an MBA and has over 30 years of experience as a financial professional in a wide variety of situations from a position in a small accounting firm to being a successful Fortune 500 executive.
Resource Center
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Manage personal affairs while you're alive and control the distribution of wealth upon your death.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
Retirement
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Where will your retirement money come from?
If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role.
Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retiring early sounds like a dream come true, but it's important to take a look at the cold, hard facts.
If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role.
Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retiring early sounds like a dream come true, but it's important to take a look at the cold, hard facts.
Estate
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Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.
An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate.
It can even designate someone to manage your financial affairs should you be unable to do so.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate.
It can even designate someone to manage your financial affairs should you be unable to do so.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Investment
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Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice.
There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.
Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
In investments, one great debate asks the question, "Active or Passive Investing: Which Is Better?"
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.
Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
In investments, one great debate asks the question, "Active or Passive Investing: Which Is Better?"
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
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