Client Service Philosophy
Our experienced professionals have helped many people just like you pursue their financial objectives.Learn More
We educate our clients and take the mystery out of investing, income tax, and preserving wealth.Learn More
Our team approach offers a range of services to provide more benefits to our clients.Learn More
Welcome to Camp Financial Services, 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 Us
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Do your insurance needs stay the same when the nest empties?
Five strategies for managing your student debt.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
This worksheet can help you estimate the costs of a four-year college program.
Protect yourself against the damage that your homeowners policy doesn’t cover.
The federal government requires deceased individuals to file a final income tax return.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to compare the future value of investments with different tax consequences.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Explaining the SECURE Act and how the changes affect your retirement strategy.
When you retire, how will you treat your next chapter?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
It’s never a bad time to speak with your financial professional about changes in your situation.