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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

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

 

Insurance Needs Assessment: For Empty Nesters and Retirees

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

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

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

5 Smart Investing Principles

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

Principles of Preserving Wealth

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

Investment Strategies for Retirement

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

Protecting Those Who Matter Most

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

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Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this hopeful, animated video.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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