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
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.
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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...
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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
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
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Simple beneficiary enrollment here:
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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
🎉 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 💪📈
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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
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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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
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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 |
Orlando, 32822
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