Your financial advocate.
We help you plan for a safe and secure future for your loved one.
Your daily money manager.
We save you time and help you stay independent so you can do the things you enjoy.
Your trusted advisor.
We handle the finances so you can stay focused on caring for your loved ones.
Your personal CFO.
We streamline & simplify your personal finances so you can focus on building your business.
Your financial navigator.
We help you organize your finances, prioritize tasks and guide you through life's changes.
Your Daily Money Manager will help with your everyday money matters, saving you time and giving you peace of mind.
Seniors and people with special needs
Your needs are changing and you are overwhelmed with your day-to-day financial life. Your Daily Money Manager will help with your finances, providing you peace of mind. Learn more→
Busy professionals
You have more important things to manage, like your family, job and life. Your Personal CFO will handle your financial matters, saving you money and time. Learn more→
People in life transitions
You are embarking on a new chapter in your life. Your Financial Navigator will put you at ease with your finances and guide you on a path toward financial wellness. Learn more→
Get started with Premier Lifestyle Services
Areas of Practice
Bill payment service
Streamline and improve cash flow
Credit and identity protection
Personal and home safety and security
Tax and Estate Planning
“I am very proud that Nancy is on my team of specialists. I know when I ask for her help the job will get done and she will see it through to completion with courtesy, promptness and efficiency.”