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

"2013 & 2014 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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Helpful Content

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

 

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

How Income Taxes Work

A quick look at how federal income taxes work.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Should You Tap Retirement Savings to Fund College?

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

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?”

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

The Business Cycle

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

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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