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Greg Homesley, CPAHomesley Wealth Management Taxes | Accounting | Financial Services 590 Wells Road Ste 4 Orange Park, FL 32073 Phone: (904) 2137743 | Fax: (904) 2137731 www.HomesleyCPA.com Email: contact@homesleycpa.com3223 S Loop 289 Ste 450 Lubbock, TX 79423 Phone: (806) 5890778 | Fax: (806) 5890779 www.GregHomesley.com Email: contact@greghomesley.comPARTNERSHIP TAX ENGAGEMENT LETTER Dear Valued Client:January 2, 2023We are pleased to be entrusted to prepare your tax return for the last...

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What is homesley wealth management?

Homesley Wealth Management is a financial advisory firm that provides services related to investment management, financial planning, and wealth preservation for individuals and families.

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Individuals and families seeking financial advice and services related to wealth management may engage Homesley Wealth Management, particularly high-net-worth individuals looking to manage and grow their assets.

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Filling out forms for Homesley Wealth Management typically involves providing personal financial information, investment goals, and risk tolerance. It is advisable to consult with an advisor to ensure all necessary details are correctly submitted.

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The purpose of Homesley Wealth Management is to help clients effectively manage their wealth, achieve financial goals, maximize returns on investments, and provide strategic financial planning.

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The information that must be reported typically includes personal identification details, financial assets, liabilities, income sources, investment preferences, and long-term financial objectives.

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