Security Financial Management Inc. Offers Generational Wealth Strategies with Award-Winning Expertise
Winter Park, FL – Security Financial Management Inc. continues to set itself apart in the financial planning industry, providing exceptional, data-backed wealth management services focused on generational wealth. With over 35 years of industry success, the company has earned a reputation for its modern, team-based approach, which guarantees comprehensive, specialized financial advice. This year marks their sixth consecutive award for being voted Best of Winter Park – Financial Planning, alongside recognition as the Best Financial Planning Firm of Orlando by Orlando Weekly and Best of Central Florida Financial Planning Firm by News6 WKMG.
Unlike traditional firms where one advisor handles all aspects of financial planning, Security Financial Management adopts a team approach, ensuring clients benefit from the expertise of multiple advisors. Each client is assigned a team consisting of a head advisor, second-generation advisor, and third-generation advisor, each bringing their unique perspective to tax planning, estate management, and investment strategies. This collaborative method allows for a more holistic approach to financial management, reducing missed opportunities and ensuring wealth growth across generations.
Robert Lovaglio, Vice President and Director of Communications at Security Financial Management, emphasizes that the firm’s philosophy centers on families helping families. “At Security Financial Management, we don’t just see our clients as clients. They become part of our extended family. This deep, personal commitment is why we’re able to provide such effective, tailored solutions for wealth management,” said Lovaglio.
One of the key differentiators of the firm is their selective client base. Unlike other financial firms, Security Financial Management works with a carefully chosen group of clients who share their commitment to long-term financial success and who value the deep, personal relationships they foster with their advisors. The firm’s focus is on delivering results for those who are dedicated to securing generational wealth, as opposed to just offering services for the sake of growth.
Alongside their one-on-one client services, the firm continues to build its influence through content. Security Financial Management is regularly featured on Fox TV, where their financial expertise is shared with a broader audience, particularly through their program Financial Speaking with SFM. Additionally, their Best Adviced Podcast Guys has gained significant traction, boasting over 30,000 subscribers with weekly market updates that resonate with listeners who are keen on understanding the complexities of wealth management.
Their commitment to ensuring the financial health of their clients across generations is further underscored by their strategic use of technology and data. Security Financial Management has developed an approach that integrates modern tools and a comprehensive financial strategy, ensuring each client has a clear roadmap for sustainable wealth accumulation and preservation.
The firm’s continued success and consistent recognition as an industry leader demonstrate the effectiveness of their team-oriented, collaborative approach to financial planning. Their vision is not only to assist clients in managing their wealth but to help them secure a financial legacy for future generations.
For those interested in learning more about how Security Financial Management can support their journey to financial security, the firm offers a convenient 15-minute introductory call with their award-winning team. To schedule a call or learn more about their services, visit Security Financial Management’s official website or schedule your 15-minute call.
To subscribe to the Best Adviced Podcast Guys, visit here.
For media inquiries, please contact: Robert Lovaglio Vice President, Director of Communications +1 (407) 644-4686
Investor Disclosures :
Neither Kestra IS nor Kestra AS provides legal or tax advice. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC ( ; ). Investment advisory services including financial planning and fee-based managed accounts offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. All other advisory services offered through Signature Select Wealth, LLC. Signature Wealth and Signature Select Wealth are not affiliated with Kestra IS or Kestra AS.
