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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.

Helpful Content

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Alternative Investments - Going Mainstream

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

 

Term vs. Permanent Life Insurance

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Put It in a Letter

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An Overview of Renter’s Insurance

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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How Compound Interest Works

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Roth 401(k) vs. Traditional 401(k)

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Managing Your Lifestyle

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

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

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The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

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.

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