By Security Financial Management Inc. celebrates being named Central Florida’s top financial planning firm for 2024, marking a sixth consecutive year of recognition for its innovative team-based approach and commitment to generational wealth management.
United States, 23rd Dec 2024 – Security Financial Management Inc., a trusted leader in financial planning, is proud to announce its recognition as the 2024 “Best of Central Florida Financial Planning Firm” by News 6 WKMG and the “Best Financial Planning Firm of Orlando” by Orlando Weekly. This marks the latest in a string of accolades, including being named the “Best of Winter Park-Financial Planning” for six consecutive years.
The awards underscore the firm’s dedication to providing innovative, client-focused financial strategies that prioritize long-term generational wealth.
Setting the Standard in Generational Wealth Management
For more than 35 years, Security Financial Management has redefined the approach to financial planning by using a collaborative, team-based model. Unlike traditional one-advisor systems, their methodology involves a lead advisor working alongside second- and third-generation advisors, ensuring all aspects of financial planning are thoroughly reviewed.
This comprehensive strategy allows clients to benefit from a deeper level of expertise in key areas, including tax optimization, estate management, and investment strategies.
“Our approach is rooted in collaboration,” said Robert Lovaglio, Vice President and Director of Communications. “This ensures no opportunity is missed, and every client’s wealth is positioned for growth across multiple generations.”
Selective Client Relationships Yield Personalized Results
Security Financial Management prides itself on working with a select group of clients, fostering close relationships built on trust and mutual respect. This focus allows the team to tailor their strategies to each client’s unique financial situation, delivering personalized solutions that prioritize long-term success.
Expanding Expertise Through Media Platforms
Beyond personalized advising, Security Financial Management shares its insights through accessible public platforms. Their appearances on Financial Speaking with SFM on Fox TV and their weekly Best Advised Podcast Guys—with over 30,000 subscribers—offer market updates and financial education to a broader audience.
Looking to the Future
The firm’s team-based approach and commitment to generational wealth are key drivers of its continued success. These accolades affirm their reputation as a leader in the industry, with a clear focus on building lasting financial legacies for families across Central Florida.
About Security Financial Management Inc.
Security Financial Management Inc. has been delivering innovative financial solutions for over 35 years, specializing in generational wealth management. With a collaborative, multi-advisor approach, the firm provides tailored services in tax planning, estate management, and investment strategies. Its dedication to excellence is consistently recognized by industry awards and client trust.
Media Contact
Organization: Security Financial Management Inc.
Contact Person: Robert Lovaglio
Website: http://www.SFMadvisorgroup.com
Email: Send Email
Country:United States
Release id:21809
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