Security Financial Management, Inc.

Security Financial Management, Inc. Security Financial Management
Simplifying retirement for families 💼💰 Focus on wealth growth & preservation! 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

o 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 Security Financial Management and we will be in touch shortly. 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

06/04/2026

⚠️ Managing a loved one's financial affairs can be complex and overwhelming.

📂 Having organized documents like wills, trusts, and insurance policies can simplify this process.

💬 Open conversations and clear plans with your family and advisor help ensure peace of mind in difficult times.

Watch the full episode ➡️ https://youtu.be/ZMYp8hSNbg0

Learn more about the SFM process: www.SFMadvisorgroup.com

Average returns don't matter if your retirement timing is wrong.Catch the new BA Podcast Guys episode here on YouTube to...
06/03/2026

Average returns don't matter if your retirement timing is wrong.
Catch the new BA Podcast Guys episode here on YouTube to learn how to shield your money from market volatility: https://linktr.ee/sfmmedia

06/03/2026

🧠 Regret can be a challenging emotion, especially when dealing with financial decisions.

💬 Engaging with clients to understand their greatest fears is essential in creating tailored and effective strategies.

🎯 Keeping processes simple and structured helps families navigate their financial journeys with confidence.

Watch the full episode ➡️ https://youtu.be/ZMYp8hSNbg0

Learn more about the SFM process: www.SFMadvisorgroup.com

06/02/2026

🛡️ Our goal is to help clients feel secure and confident in their financial plans.

🛌 This peace of mind allows families to navigate complex situations with greater ease.

📑 Proper planning can help avoid challenges related to estate and probate matters for beneficiaries.

Watch the full episode ➡️ https://youtu.be/ZMYp8hSNbg0

Learn more about the SFM process: www.SFMadvisorgroup.com

06/01/2026

📌 Family dynamics have evolved, with blended and multiple-family situations becoming more common.

📝 Estate planning is essential to address what happens after you pass away, ensuring clarity for spouses and beneficiaries.

💼 Working with a financial advisor can simplify these complex conversations and plans for your family’s peace of mind.

Watch the full episode ➡️ https://youtu.be/ZMYp8hSNbg0

Learn more about the SFM process: www.SFMadvisorgroup.com

05/29/2026

🔑 Wealth transfer involves more than finances; it is deeply emotional and requires thoughtful preparation.

📚 Educating your children about the effort behind building wealth can foster a sense of responsibility and legacy.

🔍 Transparency throughout this process helps ensure your intentions and values are clearly understood.

Watch the full episode ➡️ https://youtu.be/iWyf2Tl6wxE

Learn more about the SFM process: www.SFMadvisorgroup.com

🌎 After more than a decade of U.S. leadership, international markets are making a powerful case as a complement to portf...
05/29/2026

🌎 After more than a decade of U.S. leadership, international markets are making a powerful case as a complement to portfolio.

📊 With attractive valuations and earnings growth trending positively, the case for looking beyond the U.S. is getting harder to ignore.

🔄 In this week’s Money with Murphy, Kara explains how leadership often rotates when many don’t realize it’s happening.

Learn more by clicking below ⬇️

International markets are gaining momentum. Kara Murphy explains why leadership rotates, valuations look compelling, and global investing matters now.

05/28/2026

📝 Proper estate planning ensures clarity and coordination between your assets, legal structure, and tax considerations.

👥 Utilizing an integrated team approach helps protect your wealth from unintended consequences.

⚠️ Without a clear structure, wealth preservation can become fragile and lead to complications such as probate.

Watch the full episode ➡️ https://youtu.be/iWyf2Tl6wxE

Learn more about the SFM process: www.SFMadvisorgroup.com

Home equity vs. Stock market: Which one actually funds your dream retirement? 🏦Austen Jacks, CFP®, joins the podcast her...
05/27/2026

Home equity vs. Stock market: Which one actually funds your dream retirement? 🏦

Austen Jacks, CFP®, joins the podcast here to settle the ultimate investment debate: https://linktr.ee/sfmmedia

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

Website

Alerts

Be the first to know and let us send you an email when Security Financial Management, Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Security Financial Management, Inc.:

Shortcuts

Share

Category