Welcome to the Legacy Foundation at Shell Point

Welcome to the Legacy Foundation at Shell Point,

a specialized non-profit organization created to provide financial and wealth planning concierge services exclusively for residents of Shell Point.

We work alongside your bankers, financial and tax advisors, attorneys and other professionals to provide seamless legacy planning services. We call this the Legacy Service.

The Legacy Service includes:

  • A complimentary review of your current estate plan and advance directives (power of attorney, health care directives, living will) to help you achieve your objectives.
  • Wealth transfer planning, from simple wills to complex estates, utilizing the latest estate and tax planning strategies.
  • Helping you with strategies to make your philanthropy more rewarding.
  • Essential financial services, including a daily money management program to help you make the most of your money.
  • Educational workshops and seminars.
  • Referrals to trusted and experienced legal, financial and tax professionals.

We are here to serve you and welcome the opportunity to become a part of your professional advisor team. Please contact us today at (239) 466-8484 to schedule your complimentary appointment.

Jeff Cory

Jeff Cory,
CFP, ChFC, AEP
Executive Director

A Word from Our Director

I believe that individuals are designed with the innate desire to make a difference, leave their mark, and live a purposeful life that extends well beyond themselves.

During our lifetimes we accomplish this by investing our lives in other people; raising a family, volunteer work, a career or vocation, serving our country, and giving to worthy civic and charitable organizations.

As we approach the estate and legacy planning process, we bring together the culmination of our life experiences, values, faith, relationships, and resources into a unique master plan to leave our mark on family and society for generations to come. Our lasting legacy shares with the world how we intend to be remembered. It's a celebration of our life and our belief in a better and brighter tomorrow.

If it's time for you to review your current estate and wealth planning documents, or you'd like to learn more about making the most of your estate plan, contact me today at (239) 466-8484 to schedule an appointment.

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