Secure Money Strategies LLC

Secure Money Strategies LLC Annuities, Life Insurance, Retirement Strategies, Medicare, Healthcare, College funding, as well as Don't just get a quote, get a plan for your life!

Secure Money Strategies LLC was founded in 2013, though the owner, Shawn Santa, has more than 15 years experience in the annuity and insurance industry. We offer a personalized approach to planning for your families financial future. Whether you are an individual or a business, we offer products designed specifically for you.

07/10/2024

Can you recommend someone that would be a good Office Assistant?

We are looking to hire someone for our thriving business in Ocala, Florida!

Applicants MUST have the following skills:

1. Telephone etiquette
2. Keyboard skills/experience
3. Experience creating a word document (Excel is a plus too!)
4. Emailing process
5. Excellent grammar usage, communication & writing skills
6. Filing and simple bookkeeping tasks
7. Printing out documents
8. Correlating documents for business packets/files
9. Ability to multi-task
10. Be a self-starter

Additional applicant criteria:

1. Must take their job seriously
2. Be punctual
3. Honest
4. Dependable
5. Trustworthy

Our Office hours are Monday-Friday 9:00AM-5:00 PM
Competitive Pay is offered, hours will be flexible during training.

Please fax your resume to: 352-861-0943 (or) you may email it to us at: [email protected]

10/03/2023

HAPPY OCTOBER!

Did you know that October is Financial Planning Month?

Need a Financial Plan? We are happy to assist you in creating one specific to your needs.

Do you have a Financial Plan? Let us take a look at it, so we can ensure you are set to achieve your goals.

Give us a call NOW!!!!

352-861-0952 ~ 1-800-972-6829 (1-800-9SANTA9)

09/27/2023

Happy Wednesday to everyone from your team at SMS! We hope each of you are having a good week. Let us know if we can help answer any questions about your financial legacy. Happy to serve you!!

Have a blessed day!

Shawn, Alex, Joy & Bryana

1-800-972-6829 Toll-Free
352-861-0952 Ocala Office
352-804-2828 Shawn's Cell
352-390-0877 Joy's Cell

Check out our website if you haven't already!
https://securemoneystrategiesllc.com/

As you all know Santa is extra busy this time of the year, so don't let time run out with our great short term rates end...
12/07/2021

As you all know Santa is extra busy this time of the year, so don't let time run out with our great short term rates ending December 31st!

Give a call today! 1-800-9SANTA9

Have a wonderful day!

07/04/2020

Happy 4th of July!!! Have a wonderful weekend 🙂

06/19/2020

To All of us at Secure Money Strategies, we wish you a Happy Father's Day 2020!

May your weekend be filled with lots of love and laughter =)

~Your SMS Family~

01/30/2020

Upcoming Dates available:

Tuesday~February 11th @ 4:30 PM
Wednesday~February 19th @ 4:30 PM
Tuesday~ February 25th @ 4:30 PM

Guests welcome to attend!
*Complimentary Valet Parking*

RSVP today 1-800-672-6829 24/7

01/30/2020

We would love you to have you in one of our seats!

Give us a call today, don't delay!

1-800-972-6829 24/7
352-861-0952 (M-F 9:00AM-5:00PM)

11/27/2019

Address

2100 SE 17th Street, Ste 102
Ocala, FL
34471

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13528610952

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