About Our Company...
What We Do
Our firm provides a wide variety of tax, accounting, and financial services for individuals and businesses.
 
Our Experience
Greg Homesley has over 30 years of experience as a financial professional, providing services for a vast spectrum of situations from individual families to Fortune 500 companies. 
 
Our Commitment
Our goal is to provide a high level of professional services to our clients using the latest technology at a reasonable price in a personal friendly atmosphere.
We believe in educating and working with our clients to help them financially achieve a successful quality of life. 
 
Contact us today.  You'll be glad you did.
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Newsletters
  • Year-End Tax Tips for Small Business Owners
    With the end of 2013 on the horizon, now may be an ideal time for business owners to review their tax strategies. If you're a business owner, here are just a few
  • What's In Store for Health-Care Reform in 2014
    While the Affordable Care Act (ACA) became law in 2010, several of the more substantive provisions of the law don't take effect until 2014. Here's a review
  • Should You Roll Your 401(k) to an IRA?
    If you're entitled to a distribution from your 401(k) plan (for example, because you've left your job, or you've reached age 59½), and it's rollover-eligible, you may
  • What rate of return should I expect from stocks?
    That depends on many factors, including your time frame and the types of stocks involved. Many retirement planning calculators project a portfolio's future value based
  • What rate of return should I expect from stocks?
    That depends on many factors, including your time frame and the types of stocks involved. Many retirement planning calculators project a portfolio's future value based
    
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IMPORTANT DISCLOSURES

Greg Homesley is a Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker / Dealer, Member FINRA / SIPC to residents of CA, FL, NM, TX, WA.  Greg Homesley is an Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Cambridge and Homesley Wealth Management are not affiliated.  Cambridge does not offer tax advice.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.



This communication is strictly intended for individuals residing in the state(s) of CA, FL, NM and TX. No offers may be made or accepted from any resident outside the specific states referenced.