"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
Rightsizing for Retirement
What does your home really cost?
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
A quick look at how federal income taxes work.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Gaining a better understanding of municipal bonds makes more sense than ever.
Estimate how much income may be needed at retirement to maintain your standard of living.
This questionnaire will help determine your tolerance for investment risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
With alternative investments, it’s critical to sort through the complexity.
There are hundreds of ETFs available. Should you invest in them?
There are things you can do to keep yourself safe when you lose your wallet.
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.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.