We can help you regain control of your financial future. Click HERE to book a phone meeting ASAP!
Call Us Call Us

Here’s our story. We look forward to hearing yours.

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.

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.

Shawn's daughter, Lauren Santa, joined Secure Money Strategies in 2014. Lauren was born and raised in the Detroit area of Michigan, and moved to Florida in 2009. The most important thing to Lauren is family, so spending time with them is always a priority. In addition, she enjoys being active, reading, cooking and travel. Weekends are spent enjoying activities such as yoga, tennis, swimming, watching football and baseball games, and attending church services. Lauren has two rescue dogs, Huckleberry and Lu, that bring so much joy to her life.

In 2016, Shawn’s sons joined the Secure Money Strategies team. Alexander Michael Santa graduated from the University of Florida in 2013. He leads an active lifestyle and enjoys time with family and friends. For two years, Alexander worked in the health and wellness industry, motivating adults to take control of their present wellness and future. He puts that experience to use now, informing people on how to gain control of their own financial well-being.

Charles Marshall Santa graduated from the University of Florida in 2015. Through his experiences, Charles has explored fitness, wellness and business. As president of his fraternity and as an active philanthropist, he found his passion in working with people and giving back. By joining Secure Money Strategies, Charles is excited to continue serving others.



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.



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.

Complimentary Guide
"The Social Security Decisions”

Discover important variables you should consider in creating your retirement strategy. 

    • 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 is designed to last 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.
    • Are You Financially Independent?
    Request a no-obligation meeting today to discuss your financial future!

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

    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.

    Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business Secure Money Strategies, LLC. Secure Money Strategies, LLC (SMS) is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by SMS are not subject to Investment Advisor requirements. AEWM and SMS 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, or lifetime income 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. 1897515 - 9/23