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About Us. Our Team. Our Services. Our Approach.

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.

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Welcome 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.

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Helpful Content

What to Expect in Your First Year of Retirement

What to Expect in Your First Year of Retirement

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Data Breach: Your Security To-Do List

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.

College Savings

College Savings

See how much you may need to save now to cover future college costs for your child.

 

6 Ways to Stay Ahead of Rising Retirement Costs

From investment to estate planning, these 6 strategies help retirees manage inflation risks and maintain financial stability.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

New Retirement Contribution Limits for 2026

A look at the new retirement contribution limits from the IRS.

How Women Can Prepare For Retirement

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Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Six Surprising Facts About Retirement Confidence

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The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

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