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Meet 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.

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.

Shawn Santa is the owner of Secure Money Strategies. He has more than 15 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 hiking, reading, biking, traveling, sports, spending time with his family and his dog, Cash. He is originally from Michigan, where he raised four children.



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



Investment advisory services are offered only through an unaffiliated SEC-registered investment adviser, by its investment adviser representative, as described in the disclosures below. Insurance and annuity products are offered through Secure Money Strategies, LLC.

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at securemoneystrategies@gmail.com or call us at 352-861-0952 today!

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

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

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

    Investment advisory services are offered by Signal Advisors Wealth, LLC ("Signal Wealth"), a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration with the SEC does not imply a certain level of skill or training. Insurance products and services are offered through Secure Money Strategies, LLC. Signal Wealth does not offer insurance products. Secure Money Strategies, LLC is not affiliated with Signal Wealth. Additionally, when Secure Money Strategies, LLC and/or its agents are recommending and/or selling insurance products they are not acting on behalf of Signal Wealth or in a fiduciary capacity, and instead are governed by the applicable insurance rules and regulations. For more information about Signal Wealth, or to receive a copy of our Form ADV or Form CRS, please click here.

    Secure Money Strategies, LLC is not affiliated with or endorsed by the U.S. Government or any governmental agency. Secure Money Strategies, LLC and its agents do not provide tax, legal or social security advice. Clients are advised to consult their tax advisor or attorney regarding tax and legal advice and to contact the Social Security Administration at their local office or online at www.ssa.gov.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. Past performance is not indicative of future results. The information provided herein is for informational purposes only. None of the information contained herein shall constitute an offer to sell or solicit any offer to buy any security, investment advisory or insurance product. Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting client interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in the client's best interest. Advisors may receive commissions and other compensation for the sale of insurance and annuity products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

    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.