Honoring Your Successes
You have personal and professional goals and a solid vision for your future. At Capital Financial Solutions, LLC. Our independent firm shares this visionary spirit. We know the commitment it takes to reach these goals and since our inception we’ve been dedicated to helping clients in all stages of life achieve financial freedom.
Through our process you will find that our continued success with clients stems from our dynamic group of financial professionals who will always work in your best interest. We uphold the traditional values of being a service business and promise to maintain access to a wide variety of innovative products, services, and technology.
Based in Boise, Idaho, we work with clients throughout the Treasure Valley, Idaho, the Northwest, and all over the United States. We invite you to contact us today to learn more about how we can help you pursue your goals.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Five creative (and inexpensive) ideas for motivating your employees.
For homeowners who think their property taxes are too high, there are ways to appeal.
Healthy habits are one of the greatest gifts to give your child.
Here are some simple and inexpensive energy-saving tips that may help you save money.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Purchasing homeowners insurance is critical for protecting your home.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine your potential long-term care needs and how long your current assets might last.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The decision whether to buy or rent a home may have long-term implications.
Taking your Social Security benefits at the right time may help maximize your benefit.
Have you found yourself suddenly single? Here are 3 steps to take right now.
What does your home really cost?
How will you weather the ups and downs of the business cycle?
A bucket plan can help you be better prepared for a comfortable retirement.