Discover how Security Financial Management helps families create wealth that lasts generations and goes beyond money.
In today’s fast-paced world, the idea of financial security is often tied to accumulating wealth, building investment portfolios, saving for retirement, and increasing assets. However, Security Financial Management (SFM) sees financial success from a much broader perspective. They believe true financial success is not just about what you build for yourself but about what you leave behind. It’s about creating a legacy that stretches far beyond the present day and spans generations to come.
More Than Just Money: The Legacy-Driven Approach of SFM
When most people think about wealth, they focus on the immediate, portfolios, tax savings, and real estate investments. But at SFM, the team is focused on a far more significant goal: legacy creation. This means taking every step necessary to ensure that your financial decisions today will leave a lasting imprint for your children, grandchildren, and even great-grandchildren.
SFM isn’t just about building wealth for today’s needs; it’s about crafting a multi-generational future. The firm’s mission goes beyond asset accumulation, it’s about wealth that sustains families, inspires future generations, and builds a legacy of purpose.
A Team-Based, Personalized Approach to Wealth
What sets SFM apart from many traditional wealth management firms is their unique team-based approach. Rather than relying on a single financial advisor, SFM connects families with a whole team of specialists, each bringing their own expertise. Investment strategies, tax planning, estate management, and business succession planning are all integrated into a collaborative strategy designed to build wealth over time and ensure it is passed down smoothly and efficiently.
At SFM, there’s a clear recognition that wealth planning is not a one-time event, it’s an ongoing process. The firm’s advisors work closely with families to adjust strategies as life changes, always keeping the focus on creating a legacy that will last. Each advisor brings a different perspective, but all work toward the same end goal: to build wealth that lasts across generations.
This holistic, multi-disciplinary approach is critical when planning for the long term. After all, wealth isn’t built overnight. It takes careful planning, vision, and a deep understanding of both the family’s financial goals and their core values. SFM doesn’t just help families manage their wealth; they help craft financial futures that are intentional, thoughtful, and resilient.
Crafting a Financial Legacy: What Does It Really Mean?
Building a legacy is more than simply passing down wealth. It’s about passing down the ability for future generations to thrive. SFM’s philosophy emphasizes wealth in a much broader sense. They focus on values, purpose, and financial education, ensuring that future generations are not only equipped with wealth but with the wisdom to manage it well.
Robert Lovaglio, Vice President and Director of Communications at SFM, explains, “It’s not just about the numbers; it’s about understanding what truly matters to each family. Wealth is about values, not just assets. We ensure families understand their wealth in a way that aligns with their life’s purpose.”
The Role of Wealth in Fulfilling Family Purpose
At the heart of SFM’s legacy-building process is the belief that wealth should serve a purpose. This doesn’t necessarily mean focusing solely on financial returns. Rather, wealth should be a tool that empowers families to fulfill their dreams, whether that’s starting a charitable foundation, funding higher education for future generations, or passing on a family business.
One of the most rewarding aspects of legacy-building with SFM is the ability to focus on what matters most to each family. Whether that’s supporting a cause close to the family’s heart or ensuring that the next generation has the resources and wisdom to thrive, SFM’s strategies prioritize not just financial success but the true impact wealth can have.
From Short-Term to Long-Term: Shifting the Financial Mindset
Many traditional financial planners focus on short-term goals: returns, tax strategies, and immediate financial objectives. However, this transactional mindset is limiting for those who want to build something that endures. SFM takes a long-term view to wealth management, focusing not just on the here and now, but on what will happen over the coming decades and even centuries.
SFM’s approach shifts the financial mindset from one of immediacy to one of legacy creation. This shift in thinking is vital when preparing for future generations. Wealth planning that focuses solely on immediate returns doesn’t take into account market volatility, life changes, or the ever-evolving needs of future generations. By focusing on the long game, SFM’s strategies ensure that families can weather the storms of today while building for tomorrow.
Creating Purposeful Relationships: A Partnership for Life
Another distinguishing factor of SFM is the way they approach client relationships. They aren’t just here to manage wealth, they’re here to partner with families for life’s journey. SFM advisors celebrate life’s milestones, guide clients through challenging moments, and ensure that each financial decision aligns with the family’s larger goals and values.
They’re not just consultants, they’re trusted partners, there to help clients navigate the complexities of wealth management while remaining grounded in a sense of purpose and legacy. As Lovaglio puts it, “We don’t just advise; we walk the journey with our clients. Our relationships go beyond just financial planning. It’s about trust, guidance, and a deep commitment to seeing our clients’ legacies thrive.”
This deep commitment to relationship-building is what sets SFM apart. Clients are not viewed as mere investors, they are families with stories, values, and goals. By building strong, lasting relationships, SFM ensures that the financial strategies they develop are not only financially sound but also emotionally fulfilling.
Legacy-Driven Success: Building More Than Wealth
When it comes to building wealth that lasts, SFM knows that true success isn’t just measured by financial assets. True success is measured by the impact wealth has on the lives of the next generation. SFM helps clients build legacies that go beyond financial gain, whether that’s through charitable contributions, entrepreneurial endeavors, or creating opportunities for future generations to flourish.
SFM believes that wealth should be a tool for purpose. With every plan, SFM’s advisors help clients ask: How will this decision impact future generations? Will this investment help build something that can be passed down? Does this strategy align with the family’s long-term values?
The result is not just financial security, but a legacy of purposeful wealth that influences families for generations.
The SFM Difference: Award-Winning Recognition and Trust
In recognition of its commitment to personalized, multi-generational wealth strategies, SFM was recently named Best Financial Planning Firm in Central Florida for 2025. This award not only acknowledges their excellence in financial planning but also highlights the deep trust and relationships the firm has cultivated over the years.
Lovaglio shares, “This recognition is not just about the awards. It’s about the relationships we’ve built with our clients, the trust they place in us, and the results we’ve achieved together.”
Start Building Your Legacy with SFM
If you’re ready to focus on more than just financial security and want to build a legacy that will benefit future generations, Security Financial Management is the partner you need. With their multi-generational approach, personalized strategies, and commitment to long-term success, SFM is here to help you create a wealth plan that goes beyond numbers and leaves a lasting impact.
Schedule a 15-minute introductory call today and begin building a legacy that will thrive for generations.
Learn More About SFM
Discover how SFM’s approach can help you build your family’s legacy: www.SFMadvisorgroup.com
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Security Financial Management, Bluespring Wealth Partners LLC, Kestra IS and Kestra AS are affiliated through common ownership by Kestra Holdings. Investor Disclosures: www.kestrafinancial.com/disclosures
Neither Security Financial Management, Bluespring Wealth Partners LLC, Kestra IS or Kestra AS offer tax and legal advice.
Best of Winter Park Competition Rules & Disclaimers: winterpark.org/best-of-winter-park
Best of Orlando Competition Rules & Disclaimers: orlandoweekly.com/orlando/BestOf Advisors Best of Central Florida Disclosure: sofilamedia.com/best-of-central-florida
Did Not pay a fee to be considered. Inclusion in these rankings does not guarantee.
