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Security Financial Management

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Security Financial Management

Overview:

Security Financial Management is a culture born out of camaraderie and team spirit. More than three decades ago, our company was formed from a belief in something exceptional: to work with clients as partners. The vision that was established so long ago by childhood friend, Dave Allen and Frank Lovaglio, was one of permanence and commitment. Since then, Security Financial has grown to include two Central Florida locations, new partners and over half a billion in client assets. Times may have changed, but our vision remains right on track.

Come in looking for a Financial Planner and Walk out with your very own C.F.O.

There are a few things our leadership team knows to be true. First, a good relationship is a powerful thing. Fact is, people test people every day to see if their word has meaning. We invite you to give us a shot. For three decades we have built our firm around reliability and trust. And a hands-on style of customer service. From minimizing estate and income taxes, investment allocation and diversification, to asset protection and planning for persons with disabilities, we’re responsive, experienced and thorough. Like your own C.F.O. should be.

The leadership team at Security Financial Management is regularly invited to speak at state conventions throughout the US to discuss Estate and Financial Planning and has been featured in the Orlando Sentinel for their financial planning expertise.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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