Investment Services

Our firm provides objective and sound financial service to help our clients pursue their goals. It has often been said that to be financially successful, your investment advisor and your tax consultant should communicate freely with each other. An even better solution is for your investment advisor and your tax consultant to be the same person. In this way questions concerning such things as distribution amounts, cost basis and tax coordination are all solved instantly. We can guide you through the 8 Wealth Management Issues, a patented Avantax process that addresses all the major financial issues most people encounter in their lives.

1. Investment Management
   
2. Cash Flow & Debt Management
   
3. Family Risk Management
   
4. Retirement Planning
   
5. Education Planning
   
6. Legacy Planning
   
7. Business Planning
   
8. Special Situations Planning
   

*Investment and financial planning services are offered by Gary Camp through his affiliation with Avantax.