Security Financial Management, Inc. is a financial services company located in Central Florida, with offices in Orange and Brevard counties. Founded over thirty years ago by childhood friends Dave Allen and Frank Lovaglio, the company focuses on building strong partnerships with clients. They manage over half a billion dollars in client assets and have experienced significant growth. The company specializes in wealth management and retirement planning. Their services include comprehensive financial planning, personalized investment strategies, estate planning, and ongoing monitoring of investment performance. They work closely with clients to establish financial goals and adjust plans as personal circumstances evolve. Security Financial Management also provides investment advisory services through Kestra Advisory Services, LLC, and securities through Kestra Investment Services, LLC. The firm is recognized for serving high net worth clients and has received accolades, including being named one of the Top 25 Financial Planning Firms by the Orlando Business Journal.