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
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
This checklist can give you a quick snapshot of how prepared you are.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Bonds may outperform stocks one year only to have stocks rebound the next.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
It’s never a bad time to speak with your financial advisor about changes in your situation.
There are three things to consider before dipping into retirement savings to pay for college.
Do you know these three personal finance sayings?
If you died, what would happen to your email archives, social profiles and online accounts?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”