Join SFM | Contact us is Security Financial Management's dedicated website for Financial Advisors looking to take their practice to the next level. Whether an Advisor is starting out, mid-career, or ready to secure a succession plan to ease into retirement, SFM has the right resources, the right team, and the right know-how to move a practice forward.
advisor transition, joining a firm, succession planning, broker/dealer, advisor career move
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Take Your Practice to the Next Level

Leveraging our years of experience, we’re here to help challenge you to take your practice to the next level. We provide two models in which we’re able to engage with you on a routine basis. Ready to discuss your options? We promise to keep your information extremely confidential.

Contact us at one of our following locations:

Orlando, FL

Melbourne, FL

Rochester, MN

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