Over 10 years we help companies reach their financial and branding goals. Maxbizz is a values-driven consulting agency dedicated.

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+1-800-456-478-23

411 University St, Seattle

maxbizz@mail.com

You deserve a financial advisor who treats you like family

Your trusted financial planner in the Pocatello and Idaho Falls, ID area

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Plan your future with more confidence!

Reach out to our financial planner serving the Pocatello and Idaho Falls, ID area

At Confidence Financial, we understand that every part of your financial life is connected, and we strive to make sure that you have a complete financial plan that covers every aspect of your finances, not just your retirement savings. If you’re looking for an advisor who you can trust to treat you like family, you’re in the right place!

Contact us today to learn more about how we can help you achieve your financial goals.

We take the time to understand your goals, values, and financial story — then create a personalized strategy that helps you move forward with purpose. Whether you’re saving for retirement, protecting your family with life insurance, or planning your legacy, we’re here to guide you every step of the way.

We serve clients at every level of their organization, whether as a trusted advisor to top management or as a hands-on coach.

Complimentary Consultation

Start Your Financial Journey with Confidence

Your goals deserve a clear plan and it all begins with a conversation. Schedule your free, no-obligation consultation today. We’ll talk through your financial priorities, answer your questions, and help you take the first step toward lasting financial confidence.

    Complimentary Consultation

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    Proud Dave Ramsey SmartVestor Pro

    Committed to education, transparency, and long-term relationships.

    What makes Confidence Financial different from other financial advisors?

    We combine personalized, comprehensive planning with a family-first approach. You’ll never feel rushed or pressured just clear guidance built around your life, your goals, and your values.

    Do I need a minimum amount to start investing or planning?

    No. There are no account minimums at Confidence Financial. Whether you’re just getting started or managing significant assets, we’ll meet you where you are and help you grow from there.

    What can I expect during my first consultation?

    Your first meeting is completely complimentary. We’ll discuss your financial goals, answer your questions, and outline how our process works no obligations, just honest advice to help you make informed decisions.

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    Our Core Strengths

    Mapping out your financial goals

    We’ll help you put together a roadmap that aims to achieve your financial goals, and walk with you through every step along the way to financial success.

    Comprehensive Planning

    We take time to understand your entire financial picture from investments to insurance and build a strategy designed to grow with you.

    No Account Minimums

    Whether you’re starting with $5 or managing $5 million, we’ll help you create a plan for financial success that fits your life today and your goals tomorrow.

    Complimentary Consultations

    Get to know us before making any commitments. Your first meeting is completely free — we’ll discuss your goals, answer questions, and outline your options.

    Education-Focused

    We believe financial confidence comes from understanding. You’ll always know the “why” behind your plan, empowering you to make informed decisions.

    Dave Ramsey Recommended

    As a proud Dave Ramsey SmartVestor Pro, we follow the proven Ramsey Baby Steps to help you eliminate debt, build wealth, and achieve lasting financial peace.

    Relationship-Driven Service

    You’re not just a client you’re part of the Confidence Financial family. We’re here to guide, support, and celebrate your progress every step of the way.

    01

    Investment Advising

    Build a comprehensive financial plan with our experienced financial professional.

    02

    Financial Consulting

    Get personalized financial guidance that aims to maximize your wealth.

    03

    Term Life Insurance

    Protect yourself and your loved ones with affordable term life insurance.

    04

    Estate Planning Services

    Secure your legacy with our estate planning services.

    The Confidence Financial Difference

    We’re more than just financial advisors

    Passion for People

    We care deeply about helping you reach financial peace, not just financial returns. Every plan starts with understanding your story and your goals.

    Honest, Transparent Advice

    No commissions, no hidden fees — just clear guidance that puts your best interest first.

    Local and Accessible

    As an Idaho-based firm, we’re proud to serve our community with in-person and virtual consultations built around your schedule.

    Ready to Build Financial Confidence?

    Whether you’re starting your first investment plan or preparing for retirement, we’ll guide you every step of the way. Let’s create a clear, personalized strategy that helps you reach your goals — and sleep better at night.

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    What People Say About Us

    We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.

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    Read Our Latest Insights

    We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.