Our fiduciaries are certified to help people with financial assets, big and small:
Fill out the form with your name, email, and phone number and Erin Bonner, our professional fiduciary, will contact you to put together a customized plan of action for you.
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Erin has a great compassion and understanding for clientele that need help with the next phase of their lives. I'll keep recommending her because my clients give me great feedback about her services.
Erin Bonner at Sapphire Resources is my go-to referral for my clients. She provides a concierge level of care and service and treats my clients with the respect they deserve.
Our nationally certified fiduciaries can serve as your Power of Attorney, Trustee, or Personal Representative.
We can refer you to the right attorney to complete your end-of-life documents, and we’ll ensure your instructions are executed wholly and correctly after your passing.
Gather and organize all of your income and expenses for your professionals’ easy tax preparation
We work on your behalf with accountants, insurance agents, financial planners, and attorneys.
Need to balance a budget and adhere to it? We can reconcile your checks and bank statements to guard your assets and prevent threats such as fraud or overspending.
Don’t worry about bills being taken care of while you’re traveling – we’ll make sure everything gets paid.
Never fall behind on important bills, utilities, or insurance payments again.
We’re passionate about nonprofits. If you’d like to leave a portion of your estate to a non-profit, we can inform your choice and ensure your wishes are honored.
Fiduciaries are held to the highest standards that legally require them to act in their clients’ best financial interests.
Erin Bonner has the financial skillset you need, with a multi-decade track record of managing budgets as low as $18,000 and as high as $55 million.
We want to make sure your mail gets opened, your bills get paid so you don’t have to deal with lapses in insurance coverage or utilities getting shut off, that your money is invested in ways that you’re comfortable with that support your financial goals, and you know and agree with what’s done.
You get total control over how much or how little we take care of for you.
Our guarantee for all clients:
Our professional fiduciaries are certified and bondable. They are legally required to make financial decisions that benefit the client and won’t cause conflicts of interest.
Sapphire Resources is one of the most highly recommended fiduciaries in Eugene because of Erin Bonner’s compassionate and thorough approach to working with her clientele.
Her clients and referral partners refer to her as “the perfect combination of straightforward and sympathetic.”
Everyone’s situation is unique – We want to make sure we’re crafting a plan that will suit your financial needs exactly. That’s why we ask for some of your time to have a consultation before we start working together.
We’ll ask you all kinds of questions to figure out exactly where you are. Then we’ll determine your goals and where you want to go!
Here are just a few things to consider when making a financial plan:
Do you do your own banking?
Can you write your own checks?
Do you balance your checkbook every month?
Do you use automatic or manual payments?
How long does monthly bill paying take to complete?
Do you work with any financial professionals – CPAs, financial planners, bankers, or investment advisers? Are you happy with them?
How often do you meet?
What are the fees you’re paying?
How long does it take to coordinate between all your financial professionals?
Do you make charitable contributions?
Which organizations are you interested in supporting?
Are you happy with who you’re contributing to?
Do you want to add or reduce your donations?
Is your funding source stable?
Who is your attorney and are you happy with them?
Do you have end of life documents in place?
When’s the last time they were updated?
Do you want to make any changes?
Where are your documents physically?
Do you have a personal representative or power of attorney?
Coordinating between accountants, financial planners, investment advisors, attorneys, and banks can be time consuming and exhausting. Would you rather spend the day enjoying time with your children and grandchildren or paying bills and doing paperwork?
Many seniors are retired and enjoying the benefits of their hard work. If you’re traveling for weeks or months at a time, you don’t need the stress and hassle of trying to make sure paperwork back at home is still getting managed.
Those very personal scenarios are exactly what we are trained to help you plan for and manage.
Schedule a time for a financial consultation and lets make a plan together. We can come visit you face to face at your home or have a Zoom meeting or a phone call instead.
PO Box 25316
Eugene, OR 97402
Email: administration@sapphire-resc.com
Phone: 541-935-1313
