Security Financial Management Inc.: Pioneering Generational Wealth Solutions with an Award-Winning Approach

SFM’s dedication to excellence has garnered numerous prestigious accolades, including: - Voted Best of Winter Park - Financial Planning (6 consecutive years). - Voted Best Financial Planning Firm of Orlando (Orlando Weekly, 2024). - Recognized as Best of Central Florida Financial Planning Firm (News 6 WKMG). These honors reflect the firm’s commitment to crafting tailored strategies that meet each client’s unique needs. A Client-Centered Mission Vice President and Director of Communications Robert Lovaglio emphasizes the firm’s philosophy: “At Security Financial Management, we don’t work with everyone. We’re intentional about creating a close-knit community of clients who truly become our extended family. This allows us to focus deeply on individual goals, crafting solutions that maximize opportunities and safeguard wealth for generations to come. We pride ourselves on being the Best, not the Biggest!” SFM’s mission to alleviate financial stress is encapsulated in its guiding principle: “We lose sleep over your finances so you don’t have to.” This dedication to delivering peace of mind resonates with clients, setting the firm apart in a competitive industry. Educational Outreach and Media Presence SFM extends its expertise through innovative educational initiatives: - Financial Speaking with SFM, a show airing on FOX TV, offering insights into the complexities of financial planning. - The Best Advice Podcast Guys, a podcast airing every Wednesday with over 30,000 subscribers, delivering actionable advice, market updates, and strategies to listeners. These platforms reflect SFM’s commitment to empowering clients with knowledge while reinforcing its position as an industry leader. Exclusive Client Relationships SFM is selective in choosing clients to ensure a highly personalized experience. Prospective clients must have a minimum of $500,000 in investable assets unless referred by an existing client. This approach fosters close relationships, enabling the firm to tailor strategies that maximize growth and minimize risks. Securing Wealth for Future Generations SFM’s multi-generational advisory model ensures continuity and consistency in financial planning, bridging the gap between today’s needs and tomorrow’s goals. This long-term perspective is essential for building lasting wealth and instilling trust, positioning SFM as a leader in generational wealth management. Connect with SFM Explore Security Financial Management’s award-winning services with a streamlined introductory process: - Schedule a 15-minute introductory call with the SFM Award-Winning Team. - Learn more about SFM. - Subscribe to The Best Advice Podcast Guys. As SFM continues to innovate and deliver unparalleled financial solutions, it remains a trusted partner for individuals and families seeking to protect and grow their wealth. With a focus on fostering lasting relationships and delivering holistic strategies, SFM ensures every client’s financial future is secure. Company Disclosure: Security Financial Management is an affiliate of Bluespring Wealth Partners LLC, a wholly owned subsidiary of Kestra Holdings, Inc. Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC. - Best of Winter Park Competition Rules & Disclaimers - Best of Orlando Competition Rules & Disclaimers - Disclosures