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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 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.

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Helpful Content

How the Federal Reserve Works

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

The SECURE Act

The SECURE Act

This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.

 

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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