Gain confidence with
personalized financial advice
Idaho retirement guide
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.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours everyday.
Want to learn more about retirement, social security, or estate strategies?
What our clients are saying...
“Thank you for your service to our country first and foremost. And thank you for your guidance and support throughout this year.”
“You have always been the consummate professional. Thank you for helping us plan for our grandkids college savings.”
“Dave Kluksdal and the staff at Capital Financial Solutions have been our advisors for many years. Dave is attentive, knowledgeable, and trustworthy. I have been very pleased by the professional and profitable service we have received over the years!”
“As a seasoned advisor, he patiently shares his knowledge on many financial subjects, not only the stock market but also post employment health care and life insurance.”
This testimonial and/or endorsement was given by a client of the financial advisor and no compensation was provided directly or indirectly. This testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or endorsement may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.