Retire Your Way Dream it, plan it, live it.

Our Team

At Secure Money Strategies, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.

Shawn Santa Founder | CEO | Licensed Insurance Professional

Founded in 2013, Secure Money Strategies’ target focus is assisting retirees and pre-retirees with retirement income strategies, annuities, life insurance, asset preservation and tax-efficient strategies.

Shawn Santa is the owner of Secure Money Strategies. He has more than 25 years’ experience in the insurance and annuity industry. Shawn holds his life and health insurance licenses in Florida, Michigan and South Carolina and offers insurance and annuity products through Secure Money Strategies, LLC. He does not provide investment advisory services.

In his free time, Shawn enjoys long walks with his wife and their dog Buster, taking his boat out in Tampa, FL, spending time with his kids/grandkids, and traveling. He is originally from Michigan, where he raised four children.

Investing involves risk, including the potential loss of principal. Any references to safety, security, asset protection generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Alex Santa Investment Adviser Representative

Alex is focused on helping clients work toward their retirement dreams through well-thought-out strategies for retirement.

Helping people live life to their fullest potential is a common theme for Alex. After college, he worked in the wellness industry, helping to inspire folks to live a healthy, active lifestyle. He then brought that same level of care to people’s financial well-being when he began working in the financial sector, focusing on retirement strategies. As a financial professional at Secure Money Strategies, Alex continues to help clients feel confident and excited about helping his clients plan for their futures.

Alex has passed the Series 65 securities exam and holds insurance licenses in Florida. Additionally, he has a Bachelor of Science from the University of Florida.

Alex and his wife, Sarah, live in Orlando with their dog, a Vizsla named Harvey. In his free time, Alex enjoys competing in triathlons, running, yoga, strength training and sports. His perfect day would include relaxing on the beach or hiking in a national park.

COMPLIMENTARY EBOOK: What Financial Challenges Will You Face?

The world of retirement is changing — especially how we fund it. Many find themselves questioning when, or if, they will be able to retire. Our free, 8-page guide will help you get a head start on your retirement planning by showing you:

How an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.
How much the average person spends on health care today.
(You might be surprised at the number!) ¹
How to ask the right questions about retirement, including: How do I make my money last?

Download your free retirement guide now and take the first step toward taking control of your financial future.

Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.

¹ Fidelity. Sept. 5, 2025. “How to plan for rising health care costs.” https://www.fidelity.com/viewpoints/personal-finance/plan-for-rising-health-care-costs. Accessed Sept. 22, 2026.

Attend Our Upcoming Event

We host an array of events throughout the year designed to help you get to know us — and all we offer — better. We’d love to meet you and help you feel more confident in your journey.