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
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
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.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
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.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.