Bill Pay Service

FINANCIAL SERVICES DESIGNED WITH YOU IN MIND

As the “captain” of your financial team, you remain in complete control of your finances, using our knowledgeable staff to assist you in as much or as little of your personal finances as you wish. Designed to meet your personal needs and circumstances, our financial services will help simplify your retirement years.

The Legacy Foundation currently serves over 100 Shell Point residents through this bill-payment service. Our office staff has years of experience in the banking and financial industry, with reassurance in knowing that your money matters are being accurately and professionally managed.

Bill and Mary Barbour

"It's wonderful not to have to worry about paying bills, balancing bank statements, and gathering information for our tax advisor at the end of the year. The Legacy Foundation takes care of it all. This gives us more time to enjoy all that Shell Point has to offer", says Bill and Mary Barbour of Turban Court. "The office staff is always very knowledgeable and friendly. This is just another service that Shell Point offers their residents to help them enjoy their retirement years."

As a member of the Legacy Foundation's bill paying service, Shell Point residents receive a comprehensive package of financial services. These include:

• Paying bills
• Managing monthly income and expenses
• Balancing bank statements
• Tracking investments
• Filing insurance claims
• Arranging for private-duty nursing care
• Gathering records for income tax returns
• And much more

How does this work? Once contacted, our staff meets with prospective clients to discuss how the Legacy Foundation services might meet their needs under the current circumstances. If the individual is interested in securing our services, we begin immediately for a small monthly fee.

What about confidentiality? The Legacy Foundation is a separate, yet supporting organization to Shell Point, with its own board of directors and all bill-paying service client information is help in the strictest confidence. Information regarding a client's finances is not released to any individual or organization, including Shell Point staff members, without the consent of the client.

How will I know what my financial picture looks like? Your monthly bank statements are reconciled and mailed to your along with a list of all income and expense transactions in an easy format to view.

For more information regarding the bill-paying service offered at Shell Point, please contact the Legacy Foundation at the link below, or contact us by phone at (239) 466-8484 or stop by the office located next to the Manatee Room on the Island.

jeffcory@legacyshellpoint.org