Daily Money Manager Service

The Daily Money Manager service offered by the Legacy Foundation was designed to address the unique financial management needs of Shell Point residents. Designed to meet your personal needs and circumstances, our financial services will help simplify your retirement years.

As a member of the Legacy Foundation's Daily Money Manager service, Shell Point residents receive a comprehensive package of financial services such as:
  • Paying bills
  • Managing monthly income and expenses
  • Balancing bank statements
  • Tracking investments
  • Filing insurance claims
  • Gathering records for income tax returns
  • And much more

Sometimes people enroll in the Legacy Foundation's Daily Money Manager service as a matter of convenience, at other times it is a matter of necessity. This popular bill paying and daily stress reliever has been designed to keep you as independent as possible by helping with several of the major stressors — bill payment, account management, Medicare tracking and financial organization.

Click here to view our DAILY MONEY MANAGER Brochure
For further information, please contact Maria Festa at mariafesta@legacyshellpoint.org or call us at 239-466-8484.

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