Capital Financial Solutions, LLC

Lisa has been the Boise office manager for Capital Financial Solutions, LLC since January 2011. She assists the financial advisors and their clients with their paperwork, scheduling, and all other administrative tasks. She enjoys coming to work every day and tries to make the office a welcoming place. Lisa was born and raised in Boise, Idaho, as well as her three siblings. She loves the hot, dry Idaho summers. One of her favorite things to do is spend time with her family. She is a proud mom to a compassionate, creative, and amazing daughter. Learn more about Lisa here: https://bit.ly/3PKtjHo #CFSBoise #FinancialServices #FinancialPlanning #MeetTheTeam

Advisors, it's time to improve your business and grow your career with Capital Financial Solutions. We are an established, independent financial firm in Boise and Payette, Idaho searching for that one new representative to add to our growing practice in both locations. If you have 3-4 years of experience with Life, Health, or Variable insurance licenses and the desire to become credentialed such as a CFP® Certified Financial Planner™, AIF Accredited Investment Fiduciary, or CFA Chartered Financial Analyst, then we want to speak with you! - Series 7, 63, 65, or 66 preferred - Industry-leading payouts - Potential opportunity to be involved in Partnership and Company succession plans If you are interested in connecting with us, please contact dkluksdal@cfsboise.com or call us at (208) 629-4660. Learn more about our firm: https://bit.ly/45B9zM3 #CFSBoise #FinancialServices #FinancialPlanning #FinancialAdvisor

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Renter? Think you’re covered by the owner’s insurance? Do a double check. #rentersinsurance #renting #insurance

The stock market got a poor start to 2024, but CIO Gene Goldman and team remain optimistic about stocks. Join him on the latest episode of #TheWeekAhead as he explains why the disconnect between financial markets and the Fed is driving current market volatility. https://lnkd.in/gKFKEt_B

Despite a challenging start to Q4 due to rising bond yields and monetary policy concerns, optimism surged with new inflation data and Fed Chair Jerome Powell's encouraging remarks, leading to a market rally. #Economy #QuarterlyReport #Financials #Markets https://lnkd.in/g38U3MCq

A financial plan defines a goal and creates a strategy to pursue it. When individuals have clear goals in mind, it gives them something to focus on. People who have clear goals they are actively working towards are better able to stay on track. Reach out today for guidance on your financial goals for this year and beyond. https://bit.ly/3fuvEmR #CFSBoise #FinancialServices #FinancialPlanning

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.