Call us today! (352)861-0952
or Toll-Free: (800)972-6829
or Toll-Free: (800)972-6829
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By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
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.
Shawn Santa is the owner at Secure Money Strategies. He has more than 15 years’ experience in the insurance and annuity industry.
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
