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

Variable Universal Life Insurance

Variable Universal Life Insurance

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

Can Group, Private Disability Policies Work Together?

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

 

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is My Current Net Worth?

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

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Emerging Market Opportunities

What are your options for investing in emerging markets?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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