Choosing a Mortgage The Other Sure Thing The Power of Tax-Deferred Growth

"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

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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 weeksWe will also have a session conducted in Spanish soon.

If you are interested in signing up please click on the link below: 

http://www.daveramsey.com/fpu/locations/org/43606/class/243622

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: 


http://www.daveramsey.com/legacy/locations/org/43606/class/243623

 

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In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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Three things to consider before dipping into retirement savings to pay for college.

Will You Pay the AMT?

Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

The Business Cycle

How will you weather the ups and downs of the business cycle?

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Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

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