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

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This Office

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