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Fiduciary services include assistance with household money management; service as POA, trustee, conservator or estate administrator; and financial planning for care needs. We offer comprehensive evaluations, care coordination, and resource connections. 30 years serving Oregonians.
As some people age, or become mentally or physically impaired, they may need professional help to protect them and ensure they are properly cared for. We provide help in the form of conservatorship, guardianship, health care power of attorney and trustee services.
People want to enjoy their best years. I help them with strategies designed to make their assets last in retirement and making estate considerations and inheritance stress-free for loved ones. Call for a complimentary, pressure-free consultation to see what options and strategies are good for you. Edward Jones Member SIPC
Co-owners Jackie Fosback and Giselle Fuller have many years of experience providing financial and health advocacy. They are passionate about patient rights and both are nationally certified guardians. Our goal is to serve all your care management and fiduciary needs.
Need help with life's paperwork? Sapphire Resources' fiduciaries can serve as your current or future Attorneys-in-Fact, Trustees, and/or Personal Representatives. We coordinate with local professionals and community resources to promptly and compassionately address the unique needs of each client, without conflict of interest. Call for a free consultation.
Homeowners 55+, eliminate your monthly mortgage payments with a Reverse Mortgage. Increase cash flow with no monthly mortgage payments required. Expand your retirement plans. A home equity line of credit can be used to increase your retirement financial options. Free prequalification. A Reverse Mortgage could change your life.
