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

05/28/2026

📝 Proper estate planning ensures clarity and coordination between your assets, legal structure, and tax considerations.

👥 Utilizing an integrated team approach helps protect your wealth from unintended consequences.

⚠️ Without a clear structure, wealth preservation can become fragile and lead to complications such as probate.

Watch the full episode ➡️ https://youtu.be/iWyf2Tl6wxE

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

Home equity vs. Stock market: Which one actually funds your dream retirement? 🏦Austen Jacks, CFP®, joins the podcast her...
05/27/2026

Home equity vs. Stock market: Which one actually funds your dream retirement? 🏦

Austen Jacks, CFP®, joins the podcast here to settle the ultimate investment debate: https://linktr.ee/sfmmedia

05/27/2026

📌 At higher levels of wealth, a slight increase in return may not significantly impact your financial well-being.

🔒 Structural planning, such as aligning estate architecture with trusts and gifting strategies, plays a vital role in preserving wealth and ensuring it benefits future generations.

🎯 Integrating estate planning into your overall financial strategy helps maintain both control and tax efficiency over your assets.

Watch the full episode ➡️ https://youtu.be/iWyf2Tl6wxE

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

05/26/2026

🧠 When inheriting or acquiring wealth, a mindset shift is essential.

🛡️ Growth is important for building wealth, while structure helps protect it.

🎯 After achieving financial success, focus often shifts from offense to defense, with overconfidence posing a significant risk.

Watch the full episode ➡️ https://youtu.be/iWyf2Tl6wxE

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

05/25/2026

🔍 Understanding the emotional aspect of financial planning is essential for both clients and advisors.

🔑 While goals and account structures are aligned, maintaining clarity by separating emotions from investments is critical.

🎯 This approach helps ensure decisions remain objective and focused on long-term strategies.

Watch the full episode ➡️ https://youtu.be/iWyf2Tl6wxE

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

05/22/2026

🧠 Emotional decisions can sometimes arise from boredom, especially during retirement.

🔑 It's important to recognize when the impulse to take unnecessary risks may be influenced by feelings rather than strategy.

🤝 Financial advisors play a crucial role in guiding clients through these moments with thoughtful advice and support.

Watch the full episode ➡️ https://youtu.be/iWyf2Tl6wxE

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

05/22/2026

Most people don’t realize how powerful a Solo 401(k) can be.

Between employee + business owner contributions, you could potentially invest tens of thousands more toward retirement every year. Small knowledge changes big financial outcomes. 💰

05/21/2026

Most people stop after maxing out their Roth IRA… but that’s not the end of the game. 👀

If you’re self-employed or own a business, retirement plans like a SEP IRA, SIMPLE IRA, or Solo 401(k) can help you invest even more for your future.

Small financial moves today can make a huge difference later. 💰📈

Full Podcast Link: https://youtu.be/nlW84qUvupc

🇺🇸 Please note our offices will be closed on Monday, May 25, 2026, in observance of Memorial Day. 💼 We will reopen and r...
05/21/2026

🇺🇸 Please note our offices will be closed on Monday, May 25, 2026, in observance of Memorial Day.

💼 We will reopen and resume normal business hours on Tuesday, May 26, 2026. Wishing you a safe and meaningful holiday weekend!

05/21/2026

📌 After liquidity events, it's common to remain overly concentrated in a few high-performing stocks.

🧠 Emotional attachment and overconfidence from recent successes can impact portfolio decisions.

🛡️ Maintaining diversification and a balanced perspective is essential for prudent portfolio management.

Watch the full episode ➡️ https://youtu.be/iWyf2Tl6wxE

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

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

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