ORLANDO, FL — Security Financial Management Inc., a recognized leader in the financial planning industry, continues to redefine how individuals and families approach wealth management. With over 35 years of experience, the firm has built a reputation for its innovative, team-based approach to financial planning, which focuses on creating generational wealth. This approach, backed by a specialized team of experts, has earned it recognition in the financial services sector.
At Security Financial Management (SFM), the traditional model of one advisor handling all financial aspects is replaced by a collaborative, team-based approach. This structure ensures that clients benefit from the expertise of several advisors, each specializing in areas such as tax planning, estate management, and investment strategies. With a head advisor, second-generation advisor, and third-generation advisor involved in every client’s financial review, SFM offers comprehensive strategies that address every facet of their clients’ wealth needs.
This approach provides clients with a holistic financial strategy designed to grow wealth across generations, ensuring that financial decisions are both well-informed and forward-thinking. “We work together, leveraging each individual’s expertise to create a customized plan for our clients,” said Robert Lovaglio, Vice President and Director of Communications at Security Financial Management. “This multi-generational and team-based approach helps clients navigate the complexities of modern financial planning and ensures that they are always making the best possible decisions for their future.”
The effectiveness of SFM’s methodology is underscored by its consistent recognition as a leading financial planning firm, including being awarded Best Financial Planning Firm for six consecutive years by Winter Park’s Best of Winter Park. In 2024, SFM was also named Best Financial Planning Firm by Orlando Weekly, and Best Financial Planning Firm of Central Florida by Best Of Central Florida News6WKMG. These awards highlight the firm’s commitment to excellence in the financial planning field.
Security Financial Management’s reputation is further enhanced by its media presence. The company is regularly featured on Fox TV in its segment “Financial Speaking with SFM,” where the firm’s team shares insights and advice for individuals and families looking to secure their financial futures. Additionally, SFM hosts the weekly podcast, Best Adviced Podcast Guys, which has gained a loyal following with over 30,000 subscribers. This podcast serves as another platform for the firm to educate clients about key financial strategies and market trends.
One of the firm’s standout qualities is its commitment to forming long-lasting relationships with clients. Unlike many financial firms that serve a broad range of clients, SFM is selective in its clientele. “Our clients don’t just become clients – they become family,” said Lovaglio. “We pride ourselves on developing close, personal relationships with each client and working together to achieve their financial goals.”
At Security Financial Management, the focus is not just on managing wealth – it is on building it for future generations. SFM’s team of experts provides clients with the peace of mind that their finances are being carefully managed with a view to long-term prosperity. “Our clients know that we are working tirelessly behind the scenes to ensure their financial well-being,” Lovaglio continued. “We want them to sleep easy knowing that their financial future is in good hands.”
The firm’s ability to protect and grow wealth for multiple generations has become a defining feature of their success. Whether it’s through innovative tax strategies, estate planning, or investment advice, SFM ensures that each decision made is a step toward preserving and enhancing a client’s legacy for years to come.
For those looking to learn more about Security Financial Management’s services, or to schedule an introductory call with the team, the firm offers easy access through their online platform. Interested individuals can schedule a 15-minute introductory call at Security Financial Management, or explore further details at SFM Advisor Group. For those interested in staying informed on the latest financial trends and strategies, the firm’s podcast, Best Adviced Podcast Guys, is available for subscription at Podcast Link.
Contact:
Robert Lovaglio
Vice President, Director of Communications
Security Financial Management Inc.
Phone: +1 (407) 644-4686
Email: rob@sfmadvisorgroup.com
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Security Financial Management and Bluespring Wealth Partners, LLC are affiliates of Kestra IS and Kestra AS. Investor Disclosures: www.kestrafinancial.com/disclosures. Best of Winter Park Competition Rules & Disclaimers:winterpark.org/best-of-winter-park
Best of Orlando Competition Rules & Disclaimers orlandoweekly.com/orlando/BestOf Advisors DID NOT pay a fee to be considered. Inclusion in these rankings is not indicative of the advisors’ future performance. BOCF Disclosure: https://sofilamedia.com/best-of-central-florida
