• Request a no-obligation meeting today to discuss your financial future and the possible role of insurance products in your financial strategy!
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    Complimentary Report

    “The Social Security Decisions”
  • We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.



    unique financial approach

    Secure Money Strategies

    Secure Money Strategies has been working with friends and neighbors throughout the greater Ocala area to help meet their financial goals through the use of insurance products. We are an insurance agency rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

    Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping keep you on the path to financial security utilizing insurance products.

    With Secure Money Strategies, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family, and confidence in your financial future.

    We’re happy to meet with you whenever is most convenient for you. Contact us at securemoneystrategies@gmail.com or call us at 352-861-0952 to schedule a time to discuss your financial situation and the potential role of insurance in your financial strategy.


    Check out our Newsletter!

    Fall 2018

    shawn santa
    Founder, CEO

    Shawn Santa is the owner at Secure Money Strategies. He has more than 15 years’ experience in the insurance and annuity industry.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The Social Security Decisions Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance products in the future.