Security Financial Management
Simplifying retirement for families 💼💰 Focus on wealth growth & preservation! Lovaglio, David P. Allen, Michael D.
Offices Located in Orlando and Viera
Orlando Office:
2420 S. Lakemont Ave, Suite 120
Orlando, FL 32814
p: 407-740-6553
f: 407-740-5131
Viera Office:
5466 Village Drive, Suite C1
Viera, FL 32955
p: 321-383-8815
f: 321-383-2599
Frank S. Allen and Suzanne Breitwieser - of Security Financial Management, Inc. - are the (ELP) endorsed local provider that provides financial and investment advice t
09/09/2026
Helping the next generation buy a home is easier (and smarter) than you think!
Tune in now to our latest episode to see how intrafamily loans and gifting strategies build lasting generational wealth: https://linktr.ee/sfmmedia
09/04/2026
🎓 Back-to-school season brings tuition bills into focus, but the effects of student debt can last for decades.
⚠️ Borrowers are facing missed payments, damaged credit, and difficult trade-offs involving spending, homeownership, and retirement savings.
🔍 In this week's Money with Murphy, Kara looks at what those challenges mean for individual households and why the broader consumer remains on relatively solid footing.
Learn more by clicking below ⬇️
Back to School, Back to Student Loan Payments Kara Murphy explores how student debt affects spending, credit, homeownership, and retirement planning, and why the broader consumer remains on solid financial footing.
09/02/2026
Ready to build a financially secure and fulfilling life after a demanding career?
Catch the latest BA Podcast Guys episode for practical advice from a CFP® and real-world early retirement lessons from a former tech director.
Watch it here: https://linktr.ee/sfmmedia
09/02/2026
🛠️ Our offices will be closed on Monday, September 7, 2026, in observance of Labor Day.
💼 We will reopen and resume normal business hours on Tuesday, September 8, 2026.
Your budget isn’t failing because you’re bad with money.
It might be failing because you were taught to budget the wrong way.
Most budgets rely on constant willpower—tracking every transaction, saying “no” to yourself, and expecting perfect behavior every single month.
A better approach? Treat saving and investing like a bill. Pay yourself first and make it part of your budget automatically.
Stop relying on willpower. Start building a system that works for you.
Full Podcast Link: https://youtu.be/pfXZUOwTJfI
💡 Did you know your income isn’t the only thing that determines your health insurance costs? The number of people on your tax return matters too.
Understanding these income limits could help you plan smarter and avoid surprises.
Watch the full episode ➡️ https://youtu.be/u-Tm-9I5yiw
Learn more about the SFM process: www.SFMadvisorgroup.com
08/26/2026
Clocking out at 55 or pushing to 65? See what those extra years actually cost your Lockheed Martin pension, taxes, and lifestyle.
Watch the full episode now here: https://linktr.ee/sfmmedia
💡 If you have an HSA, it can be a really useful tool for saving on healthcare costs. In 2026, eligible individuals can contribute up to $4,000 and use that money tax-free for qualified expenses like copays and deductibles.
Watch the full episode ➡️ https://youtu.be/u-Tm-9I5yiw
Learn more about the SFM process: www.SFMadvisorgroup.com
💰 What if your stocks could generate income in TWO ways?
With dividend-paying stocks, a covered call strategy can potentially add premium income on top of your dividends—while you continue to own the stock.
For larger portfolios, that extra income can become significant. 📈
Would you consider using covered calls to boost your portfolio income?
Full Video Captions: https://youtu.be/KvBvDPMbNNE
08/21/2026
🫧 From the dot-com boom to the housing crisis, market bubbles have come and gone.
🔍 In this week's Money with Murphy, see what happened to diversified portfolios when those bubbles burst and why the same lessons matter in today's AI-driven market.
Learn more by clicking below ⬇️
Is AI a Bubble? Why Diversified Investors Shouldn’t Panic From the dot-com boom to the housing crisis, explore how diversified portfolios weathered market bubbles and why those lessons still matter in today's AI-driven market.
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |