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What We Do And How We Can Help

What We Do And How We Can Help

June 17, 2021

Financial planning isn’t just about the numbers, it’s about your life. But it can be difficult to know where to start and how to create a plan that reflects your values, personality, goals, and circumstances. 

At Security Financial Management, we understand how challenging it can be to find the time or energy to devote to necessary but overwhelming tasks, such as investing and financial planning. Our priority is to help you manage your finances and take action to pursue your financial goals.

What We Do

We all want financial security, but financial security doesn’t happen by chance. That’s why Security Financial Management was founded back in 1992—to help people achieve their unique goals through a well-calibrated process and customized plans. Whether you’re concerned about market volatility, wondering if you’re prepared to retire, or just have questions about your financial future, we strive to simplify the complexities of your financial life so you can look ahead with confidence and focus on what matters most.

How We Can Help

Our comprehensive process leaves no stone unturned as we dive into goals-based income planning, portfolio management, tax efficiency, estate planning, and insurance planning. We start with an in-depth look at your needs, concerns, goals, and dreams so we can build a strong foundation for your plan. We then provide actionable steps to implement your plan, even coordinating with your other professionals to ensure your estate or tax plan aligns with the plan we design for you. And because life doesn’t stop changing, we regularly monitor your plan and continually adjust to make sure you stay on track toward your ideal future. 

Beyond our financial planning services, we also provide something unique—your very own CFO. We quarterback your financial life, organizing all the moving pieces and removing some of the burden off your shoulders. Our goal is for you to sleep better at night, knowing your finances are watched over carefully.

Who We Serve

While we serve a variety of clients, such as corporate executives, pre-retirees, retirees, young families, business owners, high-net-worth individuals, and families with special needs, one thing is true for all of them: they want to partner with someone who prioritizes relationship and can help them navigate through their specific circumstances. Whether it’s helping someone prepare for retirement, educating Mayo Clinic and Lockheed Martin employees about their benefits, or minimizing your business risk, we believe that your success is our success. And success is no accident.

Are You Ready For Something Different? 

When it comes down to it, our Security Financial Management team is here for you every step of the way; to retirement and beyond. If you want to take the first step toward making your ideal retirement a reality, schedule a call today or reach out to us at

About Security Financial Management

Security Financial Management is an independent financial services firm dedicated to delivering exceptional service built on reliability and trust. With 3 locations in Central Florida and 1 in Rochester, MN, SFM has been partnering with clients for over 25 years, providing comprehensive financial planning. To learn more about Security Financial Management, connect with them on LinkedIn.