"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:
Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
As our nation ages, many Americans are turning their attention to caring for aging parents.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Being healthy not only makes you feel good, it may also help you financially.
Tax preparation may be the perfect time to give the household budget a check-up.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential capital gains taxes due on your transactions.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
$1 million in a diversified portfolio could help finance part of your retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What are your options for investing in emerging markets?
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
If you died, what would happen to your email archives, social profiles and online accounts?