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 professional financial services such as:
...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, insurance tracking and financial organization.