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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

Deciding When to Take Social Security

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.

How Women Can Prepare For Retirement

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

 

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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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

From Boats to Brokers

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

Stay Safe with a Business Owner's Policy

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

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

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