Seniors and people with special needs
Family members are typically the people who are called in to help when an older adult starts having difficulty managing their daily financial matters. But sometimes, the family member who lives closest to the senior also has a full-time job and the responsibility to manage the needs of their own household. Other times, there are competing interests among siblings, in-laws, or members of blended families. The family visits and regular phone calls start feeling like business meetings. Relationships start to become strained.
It’s time to hire a Trusted Advisor so you and your loved ones can focus on what really matters in life: enjoying your time together. Premier Lifestyle Services can help organize and file important papers, ensure bills are paid timely, review medical insurance and EOBs, deal with credit and identity protection, schedule home and personal safety assessments, review and discuss tax and estate planning needs, and so much more.