Security Financial Management Inc. Innovates Wealth Management With Multi-Generational Focus

ORLANDO, FL — Security Financial Management Inc., a financial planning firm based in Orlando, Florida, is gaining attention for its distinctive approach to wealth management, focusing on long-term financial security and multi-generational wealth strategies. With more than 35 years of experience, the firm aims to offer clients a comprehensive service that addresses financial needs both today and in the future, ensuring sustainable wealth management across generations.

Departing from traditional single-advisor models, Security Financial Management employs a collaborative, team-based approach. Rather than having one advisor oversee all aspects of a client’s wealth, the firm assembles a team of financial professionals specializing in various areas, including tax strategies, investment planning, and estate management. By working with a head advisor, a second-generation advisor, and a third-generation advisor, clients benefit from diverse perspectives and expertise, resulting in more comprehensive and adaptable financial plans.

“Our advisors understand that financial planning is about more than just short-term goals,” said Robert Lovaglio, Vice President and Director of Communications at Security Financial Management. “A multi-generational approach enables our advisors to create financial strategies that not only meet the immediate needs of their clients but also help safeguard wealth for future generations.”

Security Financial Management has garnered recognition for its innovative approach, with the firm being acknowledged as a leading financial planning firm in the area. In recent years, it has received accolades, including recognition from Winter Park’s Best of Winter Park and Orlando Weekly for its financial planning services. These recognitions reflect the firm's ongoing commitment to delivering well-rounded and personalized financial strategies.

A key aspect of the firm’s philosophy is client education. Security Financial Management regularly contributes to financial education through various media platforms. The firm’s financial advisors are featured on Fox TV in the "Financial Speaking with SFM" segment, where they discuss important financial topics and offer advice. The firm also produces the popular podcast Best Adviced Podcast Guys, which has gained a broad audience and provides listeners with valuable insights into financial trends, investment strategies, and more.

At Security Financial Management, building lasting client relationships is a cornerstone of the business model. Rather than prioritizing a wide client base, the firm focuses on serving a select group of individuals and families to ensure each client receives personalized attention. “Our advisors focus on developing long-term relationships that go beyond financial transactions,” Lovaglio explained. “Their clients are treated like family, and they work together to help ensure financial stability and success across generations.”

The firm’s multi-generational wealth management strategy is especially beneficial for clients concerned with passing down their wealth to future generations. Security Financial Management assists clients in safeguarding their assets and planning for efficient wealth transfer through effective tax strategies, estate planning tools, and custom investment advice. By focusing on the future, the firm helps clients preserve their wealth and ensure it benefits not just themselves but their families for years to come.

“Our advisors are committed to managing financial futures with careful planning and foresight,” Lovaglio said. “The goal is to help clients feel confident that their wealth is being managed in a way that provides peace of mind for the long term.”

For those seeking to learn more about how Security Financial Management can help with their financial planning, the firm offers accessible consultations through its online platform. Prospective clients can schedule an introductory call or explore the services provided by visiting the SFM Advisor Group website. Additionally, the Best Adviced Podcast Guys is available for subscription, providing valuable insights into financial strategies and market trends.

Contact:
Robert Lovaglio
Vice President, Director of Communications
Security Financial Management Inc.
Phone: +1 (407) 644-4686
Email: rob@sfmadvisorgroup.com

For more information, visit the firm’s official website: SFM Advisor Group and stay up-to-date with the latest financial strategies through their podcast: Best Adviced Podcast Guys.

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 does not guarantee future performance.

Best of Central Florida Disclosure: sofilamedia.com/best-of-central-florida