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Judith H. Heltzel, CFP®

Capital Financial Planners LLC

1640 Liberty St SE
Salem, OR 97302-4348
Phone: (503) 585-1067
Fax: (503) 585-0637

Toll-free: (888) 899-1067

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.