SFM Announces Multi-Generational Wealth Planning Strategies
Security Financial Management unveils personalized, long-term wealth strategies focused on creating enduring legacies for families, business owners, and investors.
United States, 5th Nov 2025 – At Security Financial Management (SFM), financial planning is not just about the immediate future, but about crafting wealth that spans generations. For over 35 years, the firm has been a leader in helping families, business owners, and investors achieve long-term prosperity with strategies designed to last. Their focus on multi-generational wealth ensures that families can maintain their financial security and legacy long after the first generation is gone. SFM specializes in areas such as wealth transfer, philanthropic ventures, and the seamless transition of wealth across generations. Through a holistic approach that integrates investment strategies, tax planning, and estate management, SFM ensures its clients’ financial legacies are not only protected but enhanced over time.
A Family-Centric Approach: Understanding What Matters Most
Security Financial Management operates as more than just a financial advisory firm; it is a partner dedicated to shaping the financial futures of families. The firm’s collaborative approach means that clients benefit from the collective expertise of a diverse group of professionals. According to Robert Lovaglio, Vice President and Director of Communications, “We are not here to make a quick buck. We are here to build relationships that last. Our clients become part of the SFM family, and we treat their financial futures with the same care we would our own.”
This family-first mindset sets SFM apart from other firms, which may focus primarily on investment returns or tax strategies. Instead, SFM’s goal is to create financial plans that are closely aligned with the long-term values and objectives of the families they serve, emphasizing the creation of a legacy that meets the family’s needs for today and for generations to come.
Crafting Custom Plans: Turning Family Goals into Financial Reality
SFM differentiates itself by offering customized financial strategies tailored to the specific needs and goals of each family. Unlike traditional firms where a one-size-fits-all approach often prevails, SFM dives deep into understanding the unique financial aspirations of each client. Whether focusing on wealth preservation, growth, or succession planning, the firm designs plans that directly reflect the family’s individual vision for the future. From the initial meeting, advisors work closely with clients to understand their values and what kind of legacy they hope to leave behind.
This personalized approach goes beyond just managing money; it is about crafting financial futures that empower families to thrive across generations. Whether through tax-saving strategies, estate planning, or wealth transfer guidance, SFM ensures that each financial decision is aligned with the client’s long-term vision.
A Legacy Beyond Wealth: The SFM Difference
At SFM, legacy is not just about financial assets. It encompasses passing down the values, principles, and dreams that will guide future generations. SFM advisors take care to ensure that their clients’ legacies include not only financial wealth but also the intangibles that matter most, such as family unity, charitable efforts, and a lasting impact on future generations.
“The wealth we manage isn’t just about what’s in the bank,” Lovaglio explains. “It’s about what our clients want to leave behind for their families, what they want to be remembered for.”
This comprehensive approach to wealth planning is what distinguishes SFM from other firms. Every aspect of a financial strategy—from asset management to legacy planning—is designed with a vision that stretches beyond immediate financial growth, focusing instead on creating meaningful legacies that endure across generations.
Breaking Tradition: Financial Planning for the Modern Family
SFM is redefining financial planning by prioritizing family values over short-term profits. While many firms may push clients toward quick gains, SFM focuses on long-term financial stability that aligns with each family’s personal beliefs and values. This combination of generational planning with advanced financial strategies enables families to protect and build their legacies while navigating challenges such as market volatility or multi-generational wealth management.
The firm’s holistic approach ensures that every client is equipped to handle financial challenges while staying true to the values that matter most. Whether addressing market shifts, succession planning, or wealth transfer, SFM is committed to guiding families through the complex landscape of financial management while maintaining their core principles.
Award-Winning Service: A Recognized Leader in Financial Planning
Security Financial Management’s commitment to client-focused financial planning has earned them widespread recognition in the financial industry. Recently, SFM was honored as the Best Financial Planning Firm in Central Florida for 2025. This prestigious award highlights their innovative strategies, client-centric approach, and dedication to supporting long-term generational wealth.
“We’re incredibly proud of the recognition, but it’s the trust we’ve built with our clients that matters most,” says Lovaglio. “Each family we work with has their own unique story, and our job is to help them create a financial legacy that fits that story perfectly.”
Ready to Build Your Legacy?
Security Financial Management is ready to assist families in securing their financial futures and building a legacy that will endure for generations. With a multi-generational approach, personalized services, and a deep commitment to long-term success, SFM is the ideal partner for creating a financial future that lasts.
To start your journey and learn more about how SFM can help bring your vision of a lasting financial legacy to life, schedule a 15-minute introductory call with their award-winning team. Schedule a Call
Learn More About SFM
Explore the available resources and discover how SFM can help secure your financial legacy by visiting www.SFMadvisorgroup.com.
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About Security Financial Management
Security Financial Management, Inc. is a leading financial planning firm focused on multi-generational wealth management. For over 35 years, SFM has helped families, business owners, and investors craft long-term financial strategies that protect their legacies for generations to come. SFM combines personalized financial strategies with a deep commitment to family values, ensuring that each client’s financial journey is aligned with their goals and vision for the future.
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
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-parkBest of Orlando Competition Rules & Disclaimers: orlandoweekly.com/orlando/BestOf Advisors Best of Central Florida Disclosure: sofilamedia.com/best-of-central-floridaDid Not pay a fee to be considered. Inclusion in these rankings does not guarantee.
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Company Details
Organization: Security Financial Management, Inc.
Contact Person: Security Financial Management, Inc.
Website: http://www.SFMadvisorgroup.com
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Country: United States
Release Id: 05112536532