Security Financial Management, Inc.

Security Financial Management, Inc. Security Financial Management
Simplifying retirement for families 💼💰 Focus on wealth growth & preservation! Lovaglio, David P. Allen, Michael D.

Offices Located in Orlando and Viera

Orlando Office:
2420 S. Lakemont Ave, Suite 120
Orlando, FL 32814
p: 407-740-6553
f: 407-740-5131

Viera Office:
5466 Village Drive, Suite C1
Viera, FL 32955
p: 321-383-8815
f: 321-383-2599

Frank S. Allen and Suzanne Breitwieser - of Security Financial Management, Inc. - are the (ELP) endorsed local provider that provides financial and investment advice t

o the Central Florida listeners of the Nationally Syndicated "Dave Ramsey" financial talk radio show. For a complimentary financial consultation with one of our Investment Advisors contact Security Financial Management and we will be in touch shortly. Our experienced team of advisors includes: Dave Allen, Frank Lovaglio, Mike Allen, Daniel Courson, Suzanne Breitwieser, Sylvia Williams and Steve Young






Investment Advisor Representative, Investment Advisors, A Divison of Pro-Equities, Inc. A Registered Investment Advisor, and A Registered Broker-Dealer, Member, FINRA and SIPC. Security Financial Management is independent of ProEquities, Inc. Security Financial Management, Inc. and ProEquities, Inc. are independent of the Dave Ramsey Financial Talk Radio Show

06/11/2026

🏡 Understanding homeownership means recognizing the ongoing costs beyond the purchase price.

🛠️ Annual maintenance can range from 1% to 5% of the home's value, depending on factors like location and age.

💡 Remember to consider expenses such as repairs and insurance when evaluating the true cost of owning a property.

Watch the full episode ➡️ https://youtu.be/mGibAaYTEN4

Learn more about the SFM process: www.SFMadvisorgroup.com

One missing document can leave your family in a massive legal mess.Watch our latest episode here to learn the exact step...
06/10/2026

One missing document can leave your family in a massive legal mess.
Watch our latest episode here to learn the exact steps to protect your assets before it’s too late: https://linktr.ee/sfmmedia

Most estates that fail in probate fail the same way.Not when the documents are signed. When someone tries to use them.A ...
06/10/2026

Most estates that fail in probate fail the same way.

Not when the documents are signed. When someone tries to use them.

A will, a trust, a POA, they can all exist and still leave your family in chaos if they stopped talking to each other years ago.

This is the coordination gap. At SFM, we close it, reviewing, aligning, and updating your estate documents alongside your financial plan every year.

👉 Start with a free consultation: www.sfmadvisorgroup.com | (407) 740-6553

06/10/2026

🏠 The largest asset for many Americans is their home.

🔑 While home equity can represent significant net worth, it may not provide the liquidity needed for retirement funding.

🎯 Understanding this distinction can help in planning more effective retirement strategies.

Watch the full episode ➡️ https://youtu.be/mGibAaYTEN4

Learn more about the SFM process: www.SFMadvisorgroup.com

06/10/2026

Big Tech is shaking the entire market right now
The S&P 500 is changing faster than most people realize.

Full Podcast Link: https://youtu.be/mvNeZvr-9RQ

The $15M exemption raised the ceiling. It didn't update your plan.Congress made the estate tax exemption permanent at $1...
06/10/2026

The $15M exemption raised the ceiling. It didn't update your plan.

Congress made the estate tax exemption permanent at $15M per person / $30M per couple. Most $1M+ households read that and relaxed. They shouldn't have.

Your 2019 plan was written at $11.4M. ""More room"" changes what transfers, when, and through which vehicle, silently.

Three checks worth running this month:
✅ Do your documents still hold at $15M?
✅ Do beneficiary forms still match?
✅ Does your tax timing still make sense?

Swipe through for the full breakdown.

Read More on this topic: https://sfmadvisorgroup.com/estate-planning-documents/

Estate plans don't fail from complexity. They fail from lack of coordination.That's not a tagline, it's what we see ever...
06/09/2026

Estate plans don't fail from complexity. They fail from lack of coordination.

That's not a tagline, it's what we see every time a family comes in with documents that haven't been reviewed in years.

Mismatched beneficiary forms. Outdated POAs. A will written for a tax environment that no longer exists. None of it wrong on paper. All of it misaligned in practice.

SFM's ensemble team works alongside your attorneys and accountants to keep everything coordinated, not just completed.

📅 Free consultation: www.sfmadvisorgroup.com

06/09/2026

Direct indexing gives investors more control than simply buying an ETF like SPY — with similar market exposure and potential tax benefits.

Full Podcast Link: https://youtu.be/KvBvDPMbNNE

06/09/2026

🔑 Succession planning is a crucial component to ensure business continuity.

📝 Defining who will manage operations and make decisions if you are unable to is essential.

🤝 Collaborating with legal professionals helps create a clear, actionable plan for the future.

Watch the full episode ➡️ https://youtu.be/c1TMfMwPaWY

Learn more about the SFM process: www.SFMadvisorgroup.com

Four things we said in June. The order is the strategy.Estate planning doesn't start when assets get complex. It starts ...
06/09/2026

Four things we said in June. The order is the strategy.

Estate planning doesn't start when assets get complex. It starts when coordination does, year by year, long before a trust enters the room.
This month we covered:

D1 — When to start (hint: before you think)
D2 — The 5 instruments that carry an estate, and why they must coordinate, not stack
D3 — The timing conversation most families avoid
D4 — Why $15M headroom is not a finished plan

Read the full Brief → sfmadvisorgroup.com/estate-planning-strategies

Address

2420 Lakemont Avenue Ste 120
Orlando, FL
32814

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Security Financial Management, Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Security Financial Management, Inc.:

Shortcuts

Share

Category