Security Financial Management, Inc.

Security Financial Management, Inc.

Just Dropped! Special Guest Matt Morgan of Morgan & Morgan: Inside the Legacy - Part 1. Link Here: https://bit.ly/4arrG85 Lovaglio, David P. Allen, Michael D.

Offices Located in Orlando and Viera

Orlando Office:
2420 S. Lakemont Ave, Suite 120
Orlando, FL 32814
p: 407-740-6553
f: 407-740-5131

Viera Office:
5466 Village Drive, Suite C1
Viera, FL 32955
p: 321-383-8815
f: 321-383-2599

Frank S. Allen and Suzanne Breitwieser - of Security Financial Management, Inc. - are the (ELP) endorsed local provider that provides financial and investment advice t

Stock Market Shake-Up: CIO Kara Murphy on Trump's vs. Harris' Impact & Winning Sectors! 11/12/2024

Powerful Insights Alert! Featuring Kara Murphy, Chief Investment Officer at

Missed This Must-Watch Episode? Catch up on this can’t-miss episode featuring Kara Murphy, Chief Investment Officer at Kestra Investment Management, alongside the Best Advice Podcast Guys from Security Financial Management! Kara shares powerful insights on the moves that matter to your portfolio.

👉 Don’t miss another episode & subscribe now for weekly market updates every Wednesday.
[https://bit.ly/40rnVhF]

Stock Market Shake-Up: CIO Kara Murphy on Trump's vs. Harris' Impact & Winning Sectors! In this episode of the Best Advice Podcast, host Rob Lovaglio is joined by financial experts Frank Lovaglio, RFC®, David Allen, CFP®, Mitchell Walk, AAMSC® a...

11/11/2024

Watch Full Episode:
https://bit.ly/3YQHpLA

Learn More about the SFM Process:
https://bit.ly/3NWty04

11/08/2024

Watch Full Episode:
https://bit.ly/3Cgvi1o

Learn More about the SFM Process:
https://bit.ly/40znVMB

11/08/2024

Watch Full Episode:
https://bit.ly/4fDoaKV

Learn More about the SFM Process:
https://bit.ly/48GBSKM

11/07/2024

Has your investment mix shifted this year?

Now’s the time to rebalance your portfolio and ensure it aligns with your goals. Making adjustments now can help keep your portfolio optimized for future growth and stability.

➡️ Learn more about rebalancing strategies here: https://bit.ly/3YJyco1

➡️ Contact us for a personalized review: https://bit.ly/4hvHzz5

11/05/2024

Year-end is a perfect time to consider charitable giving!

Beyond supporting causes close to your heart, you could gain significant tax advantages, especially by donating appreciated assets or establishing a donor-advised fund.

➡️ Discover more about year-end tax-saving strategies: https://bit.ly/3YJyco1

➡️ Reach out to learn how we can help optimize your giving plan: https://bit.ly/4hvHzz5

11/01/2024

Watch Full Episode:
https://bit.ly/4f0vpNf

Learn More about the SFM Process:
https://bit.ly/4e8a03o

Simple beneficiary enrollment here:
https://fincen.gov/boi

11/01/2024

Watch Full Episode:
FB: https://bit.ly/4ecCid5

Learn More about the SFM Process:
https://bit.ly/3NL2bGb

10/31/2024

Watch Full Episode:
https://bit.ly/4fpzJVN

Learn More about the SFM Process:
https://bit.ly/48qXJFQ

10/27/2024

Watch Full Episode:
https://bit.ly/4e2ODAp

Learn More about the SFM Process:
https://bit.ly/48hUOPT

10/25/2024

Watch Full Episode:
https://bit.ly/40nL30J

Learn More about the SFM Process:
https://bit.ly/3Yg3EJn

10/24/2024

Online shopping is convenient, but it also makes you vulnerable to hackers and data theft. Before you hit "buy," make sure your data is protected. Check out our guide for six practical steps to safeguard your financial information this holiday season, and don’t let data theft put a damper on your celebrations.

Find the tips here: https://bit.ly/4ePK25N

Then explore our services to see how else we can help you: https://www.sfmadvisorgroup.com/our-process

10/23/2024

🎉 Cheers to a successful week! From Kara Murphy's insightful market updates to her deep dives into leading indicators across sectors, and the comprehensive 2025 economic outlook—what an amazing series of events! 🌟 Thank you, Kara, for being such a valued part of the SFM Family!

View Kestra’s Chief Investment Officer, Kara Murphy, CFA thoughts on what’s to come via the links below:

Latest episode of the Best Advice Podcast Guys:
https://youtu.be/_PESZUmFw_E

One Minute with Mitch (And Murphy!):
https://youtu.be/2E_GvpqTsvI

Consultation with our award-winning team, visit: https://go.oncehub.com/SecurityFinancialManagement

Success is no accident 💪📈

10/22/2024

Watch Full Episode:
https://bit.ly/3Nuxt40

Learn More about the SFM Process:
https://bit.ly/405P89o

10/21/2024

Watch Full Episode:
https://bit.ly/4dS4BgF

Learn More about the SFM Process:
https://bit.ly/403FLY1

10/18/2024

Watch Full Episode:
https://bit.ly/3Yu9mIX

Learn More about the SFM Process:
https://bit.ly/3UhCsZA

10/15/2024

As we gear up for the holiday season, many of us will turn to online shopping for its ease and convenience. But with the increase in online purchases comes a higher risk of data theft. Protecting your financial and personal information should be a top priority.

In our latest blog post, we outline six essential steps you can take to safeguard your data this holiday season. From creating strong passwords to using secure payment methods, these tips are designed to help you shop with confidence while keeping your information safe.

Don’t let data theft ruin your holiday joy—take action now.

Read the full article: https://bit.ly/4ePK25N

10/11/2024

Discussing wealth transfer doesn’t have to be overwhelming. Start by sharing your vision and values with your loved ones, then gradually move into the details.

Our latest article provides a step-by-step guide to help make the conversation smooth and meaningful.

Discover more: https://bit.ly/3zyEE7W

Or reach out for personal 1:1 guidance: https://bit.ly/4erVYKT

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Our Story

Offices Located in Orlando and Viera

Orlando Office:
2420 S. Lakemont Ave, Suite 120
Orlando, FL 32814
p: 407-740-6553
f: 407-740-5131

Viera Office:
5466 Village Drive, Suite C1
Viera, FL 32955
p: 321-383-8815
f: 321-383-2599

Frank S. Lovaglio, David P. Allen, Michael D. Allen and Suzanne Breitwieser - of Security Financial Management, Inc. - are the (ELP) endorsed local provider that provides financial and investment advice to the Central Florida listeners of the Nationally Syndicated "Dave Ramsey" financial talk radio show.

For a complimentary financial consultation with one of our Investment Advisors contact visit https://www.sfmadvisorgroup.com/first-step-form

Our experienced team of advisors includes: Dave Allen, Frank Lovaglio, Mike Allen, Daniel Courson, Suzanne Breitwieser, Sylvia Williams and Steve Young






Investment Advisor Representative, Investment Advisors, A Divison of Pro-Equities, Inc. A Registered Investment Advisor, and A Registered Broker-Dealer, Member, FINRA and SIPC.

Security Financial Management is independent of ProEquities, Inc.

Security Financial Management, Inc. and ProEquities, Inc. are independent of the Dave Ramsey Financial Talk Radio Show

Videos (show all)

Is 4% really the magic number? 🤔
The real winner this week can be YOU👍📈 #CapitalGains
The Fed cuts rates again—will mortgage rates follow? 🏠📉 #FedUpdate #EconomyTalk
Avoid the sour taste of fees, make sure you know what to submit for the Corporate Transparency Act!  🍋🥃
💡📊 Wages are rising and consumer confidence is soaring in this week's episode of 'Minute with Mitch!' #EconomyInAMinute
Keeping the cash clean: the Corporate Transparency Act says no to money laundering! 💸✨ #NoMoreSecrets
No man or woman should have this much power!📈⚡
Some great numbers came out this week-Check out the latest report to see what they are! 📈
Know the in's and out's of Medicare's pay now and pay later 💵💊
Maximize your health and wealth! Let our advisors help you find the Medicare plan that pays off. 💰💊 #InvestInYourHealth
Hear what CIO Kara Murphy thinks about the latest international inflation report on this weeks episode! 💲
Mistakes happen, don't let your credit card debt be one of them. 😰

Address


2420 Lakemont Avenue Ste 120
Orlando, FL
32814

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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