"2013 Top 25 Financial Planning Firms as published in The Orlando Business Journal"
Welcome to Security Financial Management, where service and dedication to our clients has been our main stay for over 25 years
Frank S. Lovaglio, David P. Allen, Michael D. Allen, and Suzanne M. 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.
Sylvia Linares-Williams is the ELP (Endorsed Local Provider) that provides financial and investment advice to the Central Florida Spanish speaking audience of Andres Gutierrez, known as the "Spanish Dave Ramsey" who is endorsed by Dave Ramsey himself.
For a complimentary financial consultation with one of our Investment Advisors contact Security Financial Management and we will be in touch shortly.
Thank you for spending some time getting to know us while taking advantage of the resources we have provided you such as articles, calculators, and newsletters.
For a schedule of our upcoming events, Click Here
We are excited to announce the third Financial Peace University class held at the Security Financial Management office in Orlando. The class started on January 22nd and meets at 6:00 pm every Wednesday for 9 weeks. We will also have a session conducted in Spanish soon.
If you are interested in signing up please click on the link below:
We are also excited to announce the second Legacy Journey class held at the Security Financial Management office in Orlando. The class started on January 23rd and meets at 6:00 pm every Thursday for 7 weeks.
If you would like additional information or are interested in signing up for the class please click on the link below:
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
Estimate your monthly and annual income from various IRA types.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
What are your options for investing in emerging markets?
With alternative investments, it’s critical to sort through the complexity.
Learn how to harness the power of compound interest for your investments.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.