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Wesley M. Camp | CFP

12221 Merit Drive Suite 1760
Dallas, TX 75251

Phone:

972-362-9383

Fax:

214-833-7394

E-mail:

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Wesley M. Camp | MBA, CFP

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.  We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.  Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals such as:

   CREATE & GROW WEALTH

  • Investments to meet your Risk Tolerance

  • Monthly Investments

  • Maximize Tax Efficiency

  • College Funding

    PROTECT & PRESERVE WEALTH

  • Portfolio Analysis

  • Customized Financial Planning

    • Goal Funding

    • Budgeting

    • Retirement Planning

    • Risk Management

    • Estate Planning

  • Life Insurance, Disability, Long-Term Care

    WEALTH DISTRIBUTION

  • Design Predictable Lifetime Income Streams at Retirement

  • Corporate Executive Stock Options

  • Business Succession Plan

Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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