Client Service Philosophy
Our experienced professionals have helped many people just like you pursue their financial objectives.
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Services
We educate our clients and take the mystery out of investing, income tax, and preserving wealth.
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Our Team
Our team approach offers a range of services to provide more benefits to our clients.
Learn MoreWelcome to Camp Tax & Wealth Partners, LLC
From income tax preparation to wealth management, we are here to help. Our knowledge, experience, value and integrity are the cornerstones of our business. With over 35 years of experience, we have a vast knowledge in financial services.
We strive to offer the highest level of professionalism while creating honest relationships with all our clients. Our goal is to be your financial partner, offering sound advice for years to come.
We look forward to working with you through all stages of your life.
Contact UsHelpful Content
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Preserving the Value of Your Retirement Plan
Learn how to combat economic uncertainty, market volatility, and rising costs when shaping your retirement plan.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
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.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
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What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Surprises
Making the most of surprises is a great reason to work with us.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.