Security Financial Management
Security Financial Management, located in Orlando, FL, offers comprehensive financial planning services, including investment, retirement, estate, and insurance planning, with a focus on a unique strategy called the 360 LifeMap.
Services
Security Financial Management offers a wide range of financial services, including investment planning, retirement planning, estate planning, and insurance planning. Their comprehensive financial planning process aims to organize financial life, address the entire financial landscape, and continually monitor progress. With specialized services for corporate executives, pre-retirees, retirees, business owners, high net-worth individuals, Lockheed Martin employees, Mayo Clinic employees, and young families, they leverage advanced technology to determine clients' risk preferences.
Locations
Security Financial Management is headquartered at 2420 South Lakemont Avenue, Suite 120, Orlando, FL 32814. Additionally, they have two other office locations in Florida: Melbourne and Lake Nona. These multiple locations enable them to serve a broad range of clients across the state.
Financial Planning Strategy
Security Financial Management employs a unique financial planning strategy known as the 360 LifeMap. This approach prioritizes life issues before financial issues, ensuring that clients' personal circumstances are fully integrated into their financial plans. Tools like budget spreadsheets and life stages checklists are provided to assist clients in their financial planning process.
Educational Resources
Security Financial Management offers various educational resources to help clients with their financial goals. These resources include blogs, webinars, TV series, and short clips. They also host events and participate in community involvement activities, such as the Festival of Trees at the Orlando Museum of Art, to enhance client understanding and community engagement.
Client Tools and Calculators
To assist clients in making informed financial decisions, Security Financial Management provides a variety of calculators, including investment comparison, capital gains tax estimator, and home mortgage deduction calculators. Additionally, tax planning strategies and resources are available to help clients manage tax liabilities effectively.