Folsom and El Dorado Hills Fiduciary You Can Count on
Handling the financial matters, personal care and estate management concerns of an individual or family in Folsom and El Dorado County can be daunting. Engaging a licensed, experienced professional and local fiduciary can significantly ease your burden while ensuring that you or your loved one receives timely, compassionate support relating to your health, financial well being, and quality of life.
People in Folsom and El Dorado Hills turn to Rose Trust, Fiduciary and Case Management for fiduciary and trust services. We are proud to be advisors and advocates for our fiduciary and trust clients throughout Folsom, El Dorado Hills, Granite Bay, Cameron Park, Shingle Springs, El Dorado, Placerville, Camino, Rescue, Pollock Pines and other foothill communities. Experienced and compassionate, fiduciary Debra Rose works closely with all of her clients to ensure that they’re prepared for the challenges of today and the future.
Call About Our Fiduciary Services in Folsom and El Dorado Hills (916) 705-5473
Working with a Licensed Fiduciary in Folsom
Managing the affairs of an individual or family in Folsom and El Dorado Hills can take a great deal of time and expertise, especially if there are special circumstances, such as a prolonged illness or death.
Debra Rose is a licensed fiduciary serving people in need in Folsom, El Dorado Hills, and other foothill communities, and steps in to help individuals and family members manage a variety of personal care, estate management and financial concerns.
Debra will attend to all details and work proactively to protect the interests of her clients. Individuals in Folsom and El Dorado Hills who have no one to assist them with important financial and personal care decisions, and those who have been exploited in the past, can benefit substantially from working with a fiduciary.
Fiduciary Services Includes Many Types of Support
At Rose Trust, Fiduciary and Case Management, located in Folsom and serving El Dorado Hills, Granite Bay and all foothill communities, we provide fiduciary services that help reduce the stress and pressure our clients feel when dealing with major life and financial decisions. Whether they need to liquidate assets or ensure that tax filings are done on time, our clients count on us to do the job in a timely and professional manner.
We Offer a Comprehensive Set of Fiduciary and Case Management Services
We’re here to help individuals, families and business owners in Folsom, El Dorado Hills, and other foothill communities meet their personal care, financial and estate management needs. Services provided by licensed fiduciary Debra Rose include:
- The management, distribution and liquidation of a wide variety of financial and personal assets.
- Representation in a full range of personal care and financial matters for individuals who are no longer able to represent themselves.
- Mediation of conflicts among family and friends.
- Help with the administration of trusts, estates, philanthropy, complex settlements and other issues.
- Management of all major accounting and tax responsibilities.
We also help clients who want to learn how to better allocate and manage their assets for success in business.
Providing the Best Fiduciary Services in Folsom and El Dorado Hills
Fiduciaries handle sensitive personal and financial matters. It’s essential that you choose a licensed fiduciary in Folsom that is committed to upholding the highest ethical standards in the industry. Debra Rose is well-known among Folsom and El Dorado Hills clients for her compassionate manner, her aggressive advocacy, and her depth of experience.
Debra is a California Licensed Professional Fiduciary (CLPF). Her experience in health care, gerontology and finance is complimented by a Juris Doctorate degree.
Rose Trust, Fiduciary and Case Management is proud to:
- Advocate for and protect the interests of all of our clients.
- Treat our clients with dignity and respect while ensuring that others do the same.
- Tailor our services so that they work seamlessly with your situation.
- Adhere to the highest ethical standards in our profession.
- Provide high-quality services at a fair cost.
Please contact us today if you need help or would like to learn more about our fiduciary services for Folsom, El Dorado Hills, and the rest of El Dorado County.