Security Financial Management, Inc.

Financial ServicesFlorida, United States11-50 Employees

Security Financial Management, where service and dedication to our clients has been our main stay for over 25 years.

Voted The
Best of Winter Park - Financial Planning Firm 
2023, 2022, 2021, 2020

Frank S. Lovaglio, David P. Allen, Michael D. Allen, Sylvia Williams, Suzanne M. Breitwieser and Cindy E. Fowler are the SmartVestor Pros who provide financial  and investment advice to the Central Florida listeners of The Dave Ramsey Show, a nationally syndicated financial talk radio show.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC (www.finra.org; www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Security Financial Management, Inc. and Bluespring Wealth Partners LLC are affiliated with Kestra IS and Kestra AS.This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).  Investor Disclosures:  https://www.kestrafinancial.com/disclosures
FINRA BrokerCheck:  https://brokercheck.finra.org/

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