Capital Financial Planners, LLC

We welcome the opportunity to conduct a confidential complimentary interview to discuss your unique circumstances and how we might be of assistance.

Securities and Advisory Services through KMS Financial Services, Inc., Member FINRA and SIPC.

Investment regulations including SEC and FINRA registration requirements limit the dissemination of information on investments and services. Therefore, access to this site is intended for and limited to individuals residing in states in which either Judith Heltzel or Barrigan Nelson are FINRA and/or SEC Registered or exempt. Judith Heltzel and Barrigan Nelson are Registered Representatives and Investment Advisor Representatives of KMS Financial Services, Inc., a FINRA member firm securities licensed in all 50 states. Capital Financial Planners, LLC, through Judith Heltzel and/or Barrigan Nelson, is currently registered for securities business with residents of: CA, GA, ID, MT, OR, WA. Likewise, fee-based advisory services are currently available to the residents of: AZ, CA, ID, MT, NM, OR, WA.