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Dave Ramsey SmartVestor Pro

Welcome

Dear SmartVestor Visitor,

As you look for a qualified financial advisor professional, we hope you take a few minutes to learn how we have helped individuals with their investment and retirement planning for over 30 years.  Since 2005, we have helped thousands of Dave Ramsey listeners in Central Florida begin their road to financial security.

We are proud to be a Smartvestor Pro firm advertised by Dave Ramsey. Only financial advisors who have passed all required FINRA exams, are in excellent standing in their industry, and are committed to customer service are selected for this designation.

Sincerely,

Security Financial Management

Being a SmartVestor Pro

As SmartVestor Pros, we're held to a higher standard of customer service and must possess the “heart of a teacher”.

Security Financial Management (SFM) will adapt your investments to your life goals, consider tax implications, and educate you so you understand what you are investing in and why. We do this with a commitment to Dave Ramsey’s principles.

While SFM has a strong management team, we consider everyone who touches your account an important part of our family. At Security Financial Management, you'll find people who share a vision of doing the right thing, not to mention an impressive response time.

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Take the First Step

If you're ready to move toward financial freedom, take the first step by reaching out to us for a free, no-obligaton consultation. 

We look forward to talking with you!

First Step