Honoring Your Successes
It can be incredibly overwhelming to navigate the world of financial planning and investing. Without trusted guidance and easy-to-understand advice, it’s hard to feel confident in your financial future. We are Capital Financial Solutions, LLC and we seek to address this concern by serving as a trusted resource. We honor our relationships with our clients by being honest, ethical, and constantly strive to be your financial advocate, as your success is our success.
We are independent financial advisors who assist clients in all stages of life and specialize in investment management. We are dedicated to providing a high level of service and flexible, innovative strategies.
Wherever you are in life, we can help you create a roadmap designed to connect today’s reality with tomorrow’s dreams. Our top priority is to serve our clients first, last, and always and honor their financial successes.
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.
There’s a link between debt and stress.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Investors who put off important investment decisions may face potential consequence to their future financial security.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
There are things about Social Security that might surprise you.
Retirees traveling abroad need to know that their health insurance travels with them.
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Lifestyle considerations in creating your retirement portfolio.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
When do you need a will? The answer is easy: Right Now.
Even low inflation rates can pose a threat to investment returns.
If you died, what would happen to your email archives, social profiles and online accounts?
The decision whether to buy or rent a home may have long-term implications.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.