Discover how Security Financial Management is changing the game in generational wealth, offering future-focused financial strategies.
When it comes to managing wealth, the focus often shifts from “how much” to “how long” it can last. After all, wealth isn’t just about what we accumulate but how we ensure that it continues to grow for generations to come.
This long-term approach to financial planning is exactly what sets Security Financial Management Inc. (SFM) apart in the world of wealth management. With over 35 years of experience, SFM has become a beacon of innovation in a sea of firms that cater to short-term financial needs. While others may simply assist with wealth accumulation or retirement planning, SFM takes it a step further by focusing on multi-generational strategies, ensuring that wealth doesn’t just serve one individual or family for a moment but rather creates a legacy that can be passed down to future generations.
For families looking to build a financial foundation that will stand the test of time, SFM is a trusted partner. Their holistic approach brings more than just financial expertise to the table; they create a roadmap that helps clients envision and work toward a future where wealth is sustainable, protected, and destined to endure.
Changing the Conversation: From Wealth Building to Legacy Creation
Gone are the days when financial planning was a task only to be tackled at retirement age. Today’s families are increasingly interested in creating a financial legacy, something that endures and strengthens with each passing generation.
At the core of SFM’s philosophy is a powerful shift in the way we approach wealth. It’s no longer just about how much we can accumulate in our lifetime; it’s about ensuring that future generations enjoy the benefits of what we build today.
“We don’t just plan for the now, we plan for the future,” says Robert Lovaglio, Vice President and Director of Communications at SFM. “What we do is about more than just numbers, it’s about families, it’s about legacy, it’s about securing a future that can be passed down for generations.”
Unlike traditional wealth management firms, SFM focuses not only on immediate financial goals but on a sustainable, long-term vision that aligns with each client’s family values. This paradigm shift allows families to make smart decisions today that will benefit them, their children, and even their grandchildren.
The Power of a Team-Based Approach
While many financial advisory firms operate on a “one advisor, one client” model, SFM has taken a more dynamic approach by creating a team-based strategy to handle the intricacies of wealth management. This isn’t just about offering advice; it’s about pooling a wealth of knowledge and expertise across generations to tackle challenges from every angle.
“We’re not just looking at the numbers; we’re looking at the entire picture,” says Lovaglio. “We involve multiple generations of advisors to ensure that we cover all aspects of financial planning, from tax strategies to estate planning, investments, and beyond. This collaborative effort ensures that no opportunity is missed.”
By focusing on a multi-generational approach, SFM goes beyond simply helping clients grow their wealth in the present moment. They help clients develop strategies that will carry their wealth and values forward, ensuring that it benefits future generations. This unique structure also offers families the advantage of receiving long-term guidance from seasoned professionals who bring a deep understanding of both present-day and future financial trends.
Long-Term Wealth Preservation: Securing the Future for Generations
The heart of SFM’s strategy lies in the principle of wealth preservation. Building wealth is one thing, but ensuring that it is protected and sustainable for generations to come requires a strategic mindset that takes a long-term view of financial security.
“We often see families that have built significant wealth in their lifetime, only to see it erode or become mismanaged after they pass,” Lovaglio explains. “Our job is to make sure that doesn’t happen. We craft strategies that focus on preserving the wealth you’ve built, making sure it continues to grow, and positioning your family to thrive long after you’re gone.”
For SFM, this focus on wealth preservation is much more than a financial strategy, it’s a way of thinking about how families approach their own legacy. It’s about making choices today that will ensure their wealth will support not just them, but future generations.
SFM works closely with clients to plan not just for retirement but for every stage of life, including estate planning, tax management, and business succession. Whether you’re preparing for a major life transition or simply looking to secure your wealth in the long term, SFM’s team-based approach provides the expertise needed to develop a strategy that works today and in the future.
The Selective Approach: Fostering Deep Client Relationships
One of the unique aspects of SFM’s approach is its selective clientele. Instead of casting a wide net to serve as many clients as possible, the firm chooses to work with a limited number of families, providing them with the personalized attention and care needed to create truly effective financial plans.
“We build long-term relationships with our clients,” says Lovaglio. “We’re not interested in a one-off meeting. We want to be there with you every step of the way, helping you make decisions that will benefit your family for generations.”
This philosophy ensures that clients receive the highest level of service and expertise tailored specifically to their needs. By focusing on fewer families, SFM is able to provide individualized attention, taking the time to understand each family’s unique goals, values, and vision for the future.
For families seeking a wealth management partner who values long-term relationships over short-term profits, SFM offers a refreshing, client-centered approach to financial planning.
Recognition and Excellence: A Trusted Name in Wealth Management
SFM’s exceptional service and forward-thinking approach have garnered widespread recognition in the industry. The firm has earned multiple accolades, including being named the Best Financial Planning Firm in Central Florida by Best of Best Review in 2025. In addition, SFM has consistently been voted Best of Winter Park for Financial Planning for six years in a row and was also named Best Financial Planning Firm of Orlando by Orlando Weekly in 2024.
But it’s not just about awards. SFM’s reputation as a trusted partner for families is further solidified by its strong educational presence. Their financial insights are featured regularly on Fox TV and in the popular Best Advised Podcast Guys, a weekly show with over 30,000 subscribers that provides valuable tips and market updates to help clients make informed decisions about their finances.
A Holistic Strategy for Future Generations
What truly sets SFM apart from other firms is their commitment to providing a comprehensive, holistic strategy that aligns with each family’s long-term vision. By integrating all aspects of wealth management, tax planning, investments, estate management, and more, SFM ensures that every decision made today contributes to a greater financial picture that will support the family’s legacy in the future.
“We want to ensure that every decision we make is aligned with your family’s vision for the future,” says Lovaglio. “We’re not just concerned with today’s financial landscape. We’re creating strategies that will help you navigate the future, no matter how the market changes.”
By combining long-term strategies with a holistic, multi-generational approach, SFM helps clients create wealth that not only grows but endures, ensuring that families can pass down their wealth with confidence.
Building Wealth That Endures: Your Partner for Generational Success
Security Financial Management’s dedication to creating long-lasting financial legacies makes them an invaluable partner for families looking to build wealth for the future. Whether you’re looking to protect your assets, plan for retirement, or navigate the complexities of business succession, SFM’s team of experts is here to guide you every step of the way.
For families ready to take the first step in building a wealth legacy that lasts, SFM offers a comprehensive, future-focused approach that will help you achieve financial security for generations to come.
Ready to Secure Your Legacy?
If you’re ready to learn how Security Financial Management can help you build wealth that lasts for generations, schedule a 15-minute introductory call with their team. Visit www.SFMadvisorgroup.com today to get started.
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.
