Myra Salzer (BS, CFP®)
Myra Salzer focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Tax Planning
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Tax Planning
Planning Specialties
- Fee-Only Financial Services
- Wealth Coaching for Inheritors
- Interpreter Between Inheritors and Advisors
- Simplification of Complex Trusts
- Interpreter Between Clients and Trustees
- Philanthropic Duties/Obligations
- Gift Planning During Lifetime and After
- Clarity of Received Inheritance(s)
NAPFA Start Date
March 23, 1998