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“The Social Security Decisions”
  • By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

    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
    All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to guarantees or lifetime income 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.

    Secure Money Strategies

    Secure Money Strategies has been working with friends and neighbors through the use of insurance products and investment advisory services. We are a financial services 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.

    All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to guarantees or financial security 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.

    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. When offering insurance products our insurance agents are required to act in accordance with suitability standard of care, when offering investment advisory services our advisors are held to the fiduciary standard of care. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family, and confidence in your financial future.

    Insurance products are sold based on the suitability standard at both the state and insurance carrier level; this means that product recommendations must meet the stated financial needs and objectives of the client. Securities products are sold based on the best interest standard; this means that investment recommendations must be in the best interest of the client with any conflicts of interest fully disclosed to the client. Investment advisory services are required to be provided in accordance with a fiduciary standard; this means that the advice must be in the best interest of the client with any conflicts of interest fully disclosed to the client.

    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.

     

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    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.

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

    By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

    Investment advisory services made available 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. 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.
    Any references to protection benefits, safety, security, steady and reliable income streams, or lifetime income 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.
    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.
    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. 1352795 7/22