Back to Search Favorites List

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

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

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

1525 Spruce St Ste 300 Boulder, CO 80302-4258 Phone: (303) 444-1919 Fax: (303) 444-1479
View
Visit Website