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Strategies for Financial Independence

It is important to feel you have control over your future. At Secure Money Strategies, we offer our experience and knowledge to help you design your own strategy for financial independence.

Contact us today to schedule a no-obligation meeting! Call us at 352-861-0952 or connect with us online at securemoneystrategies@gmail.com.

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Ocala Location

Phone: (352) 861-0952
Fax: (352) 861-0943
Email: securemoneystrategies@gmail.com
Address:
2100 SE 17th Street
Suite 102
Ocala, FL 34471


 

Wildwood Location

Email: securemoneystrategies@gmail.com
Address:
9668 North US Hwy 301
Suite 1100 Pepper Tree Plaza
Wildwood FL, 34785

We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.

CUSTOM FIT STRATEGIES

PERSONAL SERVICES

unique financial approach
*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.

Secure Money Strategies is our name and does not promise or guarantee investment results.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Secure Money Strategies are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to [protection benefits, safety, security, or steady and reliable income, etc] streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

The National Ethics Association (NEA) is a paid membership organization. All NEA Background-Checked members have successfully passed the annual seven-year background checks for criminal, civil, and business violations in order to meet the membership standards. However, the association provides no guaranteed assurance or warranty of the character or competence of its members. Always make financial decisions on the basis of your own due diligence. 194711