We integrate technology that saves you time and energy so you can focus on serving your clients.
Our veteran advisors coach, consult, and direct you to resources that improve your business strategy.
We have resources in place to ensure your transition plan is conducted in a timely and professional manner.
Our marketing resources can help you expand your book of business and enhance your client experience.
Security Financial Management has been named among Orlando’s Top 5 Financial Planning Firms by the Orlando Business Journal. At SFM, there’s a key to our success: ensure that everybody within the company is on the same team. It’s a simple rule that is applied to each of our offices. It guides our culture and fosters colleague relationships built on trust and mutual respect.
If you have only been in the industry a short time and aren’t receiving the career development you know you need to flourish as an Advisor, then we hope you’ll consider joining Security Financial Management.
We provide renewed optimism for Advisors who find themselves in the middle of their career, realizing they don’t have the right culture, comradery, support, experience, and resources to take their practice to the next level.
We’ve developed the ideal environment for veteran Advisors desiring to continue their careers for another 5-10 years, not quite ready to leave the business, but ready to implement a change of pace.
We believe that financial planning is more than a profession – it’s a calling. We realize finances aren’t so much about money but rather family, health, hope, and happiness. Finances are only as successful as the purpose they’re intended to fulfill. Over the past three decades, we’ve had the privilege of helping hundreds of families and individuals in Central Florida, and we’re just getting started.