Myra Salzer

Regularly listed among the country's top financial advisors by Worth magazine, Myra Salzer is the founder and president of The Wealth Conservancy, Inc. After founding the firm in 1983, Salzer began specializing in fee-only financial planning as a wealth coach and inheritor's advocate. Her specialty is "interior finance," or the personal aspects of inherited wealth. She published The Inheritor's Sherpa: A Life-Summiting Guide for Inheritors in 2005. In 2008, she developed TIES (The Inheritor's Empowerment System), a series of nine steps for inheritors who want to harness the potentials of their wealth and realize their greatest life ambitions. A member of the National Association of Personal Financial Advisors (NAPFA), Salzer is a frequent speaker at conferences in the field of financial services. She has been profiled and consulted in several financial journals and she co-facilitates periodic workshops to help inheritors engage their wealth toward their personal potential. Before entering the financial services industry, Salzer earned a degree in chemical engineering and worked for major corporations in that field. She later became a CERTIFIED FINANCIAL PLANNER? professional. She also founded a software company, Executor's Resource, to provide estate management and settlement products to executors and other financial advisors. For advancements in the software industry, particularly the development of EstateLogic, Salzer was named Financial Planning Magazine's "Technology Wizard" in their 2010 Innovator Awards. Salzer has two grown daughters and lives in the foothills of the Rocky Mountains with her husband and dogs. Salzer can be reached through her firm's website, TheWealthConservancy.com.


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Phone Call Alert! 

(Please read, thanks.) 

Old Timey Switchboard Operator Cartoon

 

Due to the COVID-19 onslaught, we currently cannot take incoming phone calls.  

And since nobody reads anything, I've simply removed the phone number from the site.  

A notification about phone calls:  due to the COVID-19 plague, we've significantly increased our incoming inquiries--nearly double our usual volume--and the number of incoming inquiries by phone has been literally overwhelming.  Although most writers will say that their call "will only take 15 minutes," the truth is, that after 10 years of doing this, most author inquiry calls take an hour.  45 minutes at best. I'm currently receiving 7-10 calls/day, and due to that, I've had to stop accepting incoming phone calls, which my voicemail will tell you. You can leave a message--I can't call you back without one--and if a call is needed, I will of course call you.  But we have very complete and extensive email replies, handouts and our website is very informative. Almost all the questions that I receive during a call are actually already answered on our site, or are, in fact, publishing questions, not questions about our services, what we do, what we offer, or the like.  I already handle between 90-130 emails/day, as it is. I can't handle that many emails and take 7-10 hours of calls each day. I can't. So, in order to be able to answer this huge email volume, to help the greatest number of people, with my time, I've had to stop accepting calls.  I'm sorry, but that's just how it is. I'm in the process of setting up a call-appointment function, for free 15-minute calls to answer questions from new prospective customers and longer paid sessions for folks who generally want consulting on "publishing," generally (and for prospective kids' book publishers, as a special category of paid consulting).  But that functionality isn't yet set up. I hope to get that working the 3rd week of July, sometime.  

Thank you for your understanding.