Grateful to the Winter Park community for your unwavering support! Thrilled to announce that SFM has been awarded the Best of Winter Park Financial Advisor for the 5th year in a row! Thank you for trusting us with your financial journey. Cheers to 5 years of success together! ?? #BestofWinterPark #SFMCommunity Winter Park Chamber of Commerce
Security Financial Management, Inc.
金融服务
Orlando，FL 1,203 位关注者
Your success is our success. And, success is no accident—continuous dedication to our clients for over 25 years.
关于我们
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/
- 网站
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https://www.sfmadvisorgroup.com
Security Financial Management, Inc.的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Orlando，FL
- 类型
- 私人持股
- 创立
- 1986
地点
Security Financial Management, Inc.员工
动态
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Save for tomorrow, spend smarter today. ???? Find out why an HSA is your health savings secret weapon! #FinancialWins #HSATips Watch Full Episode: https://bit.ly/4hCZZ10 Learn More about the SFM Process: https://bit.ly/4ekuUfF
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6 Years in a Row! ?? Proud to be Winter Park's #1 Financial Firm—Thank you for trusting us to help you grow! #BestInTheBusiness #WinterPark #FinancialExcellence Schedule a Complimentary Consultation: https://bit.ly/3ZihOeO Watch Full Episode: https://bit.ly/494J8R0 Learn More about the SFM Process: https://bit.ly/4fZbeiA
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Brent Ramsey and Trevor Bell had the privilege of giving back to their alma mater, UCF, by speaking to the UCF Professional Selling Program. Sharing insights on financial literacy and investing with the next generation is how we empower a brighter financial future. Go Knights!?
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Where data meets strategy: Balancing the numbers with the person for smarter financial planning. ???? #QuantitativeAndQualitative #FinancialWisdom Schedule a Complimentary Consultation: https://bit.ly/3YMq6Ks Watch Full Episode: https://bit.ly/3ClOPNV Learn More about the SFM Process: https://bit.ly/48SNgU8
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Mortgage rates are rising! ???The 10-year Treasury is up to 4.41%, and 30-year fixed rates are climbing. Stay tuned for updates! ?? #MortgageRates #HousingMarket #Finance Watch Full Episode: https://bit.ly/3YTGLvs Learn More about the SFM Process: https://bit.ly/48QeCKk
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For high-net-worth individuals, charitable giving is a meaningful way to create impact, and with the right strategies, it can be financially smart, too. Our latest article outlines five key charitable giving strategies that offer both impact and tax advantages, from donating appreciated assets to setting up a charitable remainder trust. Each of these options can maximize the value of your contributions while benefiting your tax situation. Learn more about the best giving strategies for your financial goals. Read the full article here: https://bit.ly/3Z5C7vN #CharitableGiving #Philanthropy #WealthManagement #FinancialPlanning #TaxEfficiency
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Ready to schedule your complimentary consultation? Click the link below! Schedule your free consultation: https://bit.ly/40Ok7aE Watch Full Episode: https://bit.ly/4fqQ0dL Learn More about the SFM Process: https://bit.ly/3Z43QNn
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Powerful Insights Alert! Featuring?Kara Murphy, CFA, Chief Investment Officer at?Kestra Investment Management Missed This Must-Watch Episode??Catch up on this can’t-miss episode featuring?Kara Murphy, Chief Investment Officer at?Kestra Investment Management, alongside the?Best Advice Podcast Guys?from?Security Financial Management! Kara shares powerful insights on the moves that matter to your portfolio. ???Don’t miss another episode & subscribe now for weekly market updates every Wednesday. [https://bit.ly/40rnVhF] #KaraMurphy #KestraInvestmentManagement #BestAdvicePodcast #MarketInsights #SecurityFinancialManagement #Investing #FinanceTips
Practical Strategies on Building Wealth! With CIO, Kara Murphy, CFA?
https://www.youtube.com/
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Is 4% really the magic number? ?? Watch Full Episode: https://bit.ly/3Ccpc1X Learn More about the SFM Process: https://bit.ly/4efxx2j