Your Wealth, Protected for Generations
A transformative approach to financial planning that ensures generational wealth through a unique, team-based strategy.
By
Aug 17, 2025
NATIONWIDE - AUGUST 2025 - (USAnews.com) — On a quiet Tuesday morning in Orlando, a couple sat down for a financial review that would alter the trajectory of their future. They had spent their lives building their wealth, but with rising concerns about taxes and estate management, they knew they needed more than a traditional financial advisor—they needed a partner who could help them navigate the complexities of generational wealth. Enter Security Financial Management (SFM), a firm that doesn’t just manage wealth; it safeguards it for generations to come. With a structure built on collaboration and expertise, SFM ensures that each decision made today strengthens your legacy for tomorrow.
The Mission Behind SFM
Founded 35 years ago, Security Financial Management set out to disrupt the traditional financial advising model. Instead of relying on a single advisor to handle all financial aspects, SFM employs a team-based approach. This approach is centered around a multi-generational team that combines the expertise of experienced advisors with the fresh perspectives of younger ones. The company’s mission has always been simple: to build generational wealth and secure financial futures.
This unique approach has been a driving force in the company’s success. By leveraging the diverse skill sets of a multi-generational team, SFM offers more nuanced and strategic advice that covers the full spectrum of financial planning—from tax strategies to estate management and investments. Each client benefits from a thorough review, typically involving not only the head advisor but also a second- and third-generation advisor. This structure ensures that no opportunity is missed and that wealth grows sustainably, from one generation to the next.
The Turning Point: A New Approach to Wealth Management
SFM’s approach to wealth management isn’t just innovative—it’s effective. The company’s success can be attributed to its deeply rooted commitment to family values. Unlike traditional firms, which focus solely on profits, SFM treats each client like family. Clients aren’t just numbers on a spreadsheet; they are long-term relationships built on trust and shared goals.
This focus on building relationships has been one of SFM’s key differentiators in the financial planning space. “We don’t work with everyone,” says Robert Lovaglio, Vice President and Director of Communications at SFM. “Our clients become our best friends and family. We are selective, and that’s why we can provide such personalized service. It's not just about managing wealth; it’s about protecting it for future generations.”
This approach has not gone unnoticed. In 2024, SFM was recognized as the Best Financial Planning Firm of Orlando by Orlando Weekly and the Best of Central Florida Financial Planning Firm by News6WKMG. This marks their sixth consecutive year of being honored with these prestigious titles. With appearances on Fox TV and a growing audience of over 30,000 listeners to their weekly podcast, Best Adviced Podcast Guys, SFM is not only a trusted name in financial planning but a recognized authority in the industry.
What Sets SFM Apart: Generational Wealth, Reimagined
SFM’s philosophy is deeply rooted in the idea of “letting us lose sleep over your finances, so you don’t have to.” For the team at SFM, it’s not just about securing wealth—it’s about positioning it to last for generations. In an era where financial markets are unpredictable and tax laws are constantly shifting, this long-term vision gives clients peace of mind.
But what truly sets SFM apart is the personalized, hands-on approach to each client’s needs. The firm’s team of financial experts works closely with clients, ensuring that each individual’s financial strategy is tailored to their unique goals and aspirations. With such a deep commitment to understanding clients’ needs, SFM has become a beacon for those who want not just financial guidance, but genuine care and support.
Financial Experience
At SFM, financial planning is not just a service—it’s a relationship. And at the heart of every relationship is trust. This is a sentiment that resonates throughout the entire team. Robert Lovaglio, who plays a central role in SFM’s communications, puts it simply: “It’s all about building a legacy. We don’t just want to help you with your finances; we want to help you create something that lasts for generations.”
This personal approach is reflected in the firm’s approach to communication. In addition to its podcast and media appearances, SFM also offers a 15-minute introductory call where potential clients can speak directly with a member of the team to learn more about their services. For many, this initial conversation is the first step toward securing a financial future that spans beyond their own lifetime.
The Proof Is in the Results
The true measure of a financial planning firm’s success isn’t just in the accolades or the industry awards—it’s in the tangible results they deliver for their clients. SFM’s results speak for themselves, with clients experiencing consistent growth and a sense of security that comes from knowing their wealth is being managed by a team of experts who care about more than just profits.
The firm’s consistent recognition as one of the best financial planning firms in the region is a testament to the effectiveness of its approach. With a track record of success, SFM has built a reputation as a trusted advisor for those looking to secure their financial future and protect their wealth for future generations.
If you’re ready to take the first step toward securing your wealth for generations to come, there’s no better time than now to connect with the team at Security Financial Management. With a personalized approach, a team of multi-generational experts, and a commitment to building lasting legacies, SFM is the partner you’ve been searching for. Don’t wait—schedule your 15-minute introductory call today and start your journey toward financial security.
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