Who We Serve
You. The family-first, high-net-worth individual committed to building generational wealth.
✅ $3M+ investable assets
✅ $500k+ household income
✅ Long-term vision for family legacy
What We Do
Simplify the Complexity. Focus on What Matters.
We simplify the complexity of retirement and legacy planning—so you can focus on what matters most: your family, your freedom, and your future.
With 100 years of combined experience and three generations of advisors, SFM blends:
📜 Old-school discipline
💻 New-school technology
Grounded in education, powered by expertise, and built to deliver clarity and confidence for high-net-worth families.
Why Start Now?
The Cost of Waiting Is Real
Inflation has averaged 7.5% over the past 5 years (BLS). That means your wealth is silently eroding if it’s not strategically invested.
Every moment you delay is a missed opportunity to put your money to work with purpose and protection.
Where We Work
Florida Roots. Nationwide Reach.
With offices in Orlando, Sarasota, and beyond, SFM is deeply rooted in the communities we serve. But our clients span the country from coast to coast—because trusted advice knows no borders.
How We Do It
Our Modern Team Approach
Not all advisors are created equal.
At SFM, you get:
1️⃣ A Lead Advisor – Your financial “head coach”
2️⃣ A Team of Specialists – Investments, tax strategy, estate design
3️⃣ A Plan Built Around Your Family’s Goals
You’re never alone. Never left waiting. And never wondering if you’re missing something.
Your
Who, What, When, Where and Why
Of Retirement and Legacy
Wealth Planning That Transforms Your Family’s Life
Who We Serve
You. The family-first, high-net-worth individual committed to building generational wealth.
- $1M+ investable assets
- $500k+ household income
- Long-term vision for family legacy
Get Started by Filling Out the Form
Why It Matters
Protect Your Family’s Future With Confidence
Because uncertainty fuels anxiety.
Money touches everything your family, your freedom, your future. When the stakes are this high, guesswork isn’t an option.
Let us lose sleep over your finances so you don’t have to.
Ready to Plan Your Family’s Legacy?
Testimonials
Families Who Found Clarity and Confidence
Here’s how SFM helped others simplify the complex and focus on what matters most.
Disclosure: The testimonial presented is made by an individual who is a client of Security Financial Management and is applicable only to the individuals depicted and may not be representative of the experience of others. The testimonial is not paid nor have the participants received any non-cash compensation.
Why Clients Choose SFM
At Security Financial Management, we understand that true wealth isn’t just about numbers—
it’s about clarity, control, and confidence in your future.
Unlike traditional advisors who juggle every financial discipline themselves, we built a
modern team approach that gives you:
A dedicated Lead Advisor as your financial “head coach”
A team of specialists across investments, tax strategy, retirement, estate, Medicare, and
business succession
Over 100 years of combined experience and three generations of advisors who
understand the complexities of multigenerational planning
Real-time clarity through technology, education that empowers, and a plan built around
your values and goals
FAQS
How does SFM personalize its wealth management services for individual clients?
SFM assesses each clients financial situation, goals, and risk tolerance to create tailored investment strategies.
What is involved in the retirement planning process with SFM?
Our retirement planning involves analyzing your finances, predicting income sources, identifying lifestyle goals, and developing a comprehensive strategy to secure your financial comfort through retirement.
Why is estate planning important and how can SFM help?
Estate planning ensures your assets are distributed as desired and secures your legacy. SFM helps by creating clear, legally-sound estate plans.
Can SFM help with both federal and state tax issues
Yes, our tax advisory services encompass both federal and state tax planning and compliance. Our experts provide strategies that reduce liabilities and ensure compliance with laws.
How does SFM keep clients investments secure
SFM employs advanced encryption technologies and complies with all regulatory requirements to ensure security.
What makes SFM different from other financial service providers?
SFM offers personalized service, deep financial expertise, and adapts strategies to changing conditions.
Investor Disclosures
"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: https://www.kestrafinancial.com/disclosures"
