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
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
The Many Ways to Measure Inflation
Different inflation indexes may tell different stories. Here's what that could mean for you.
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Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.