In today’s world, financial success is often measured by tangible assets: large portfolios, real estate, and investment returns. But what if wealth was about something far more impactful than just numbers? What if your wealth could help shape the future, create lasting change, and influence generations beyond your own?
Welcome to Security Financial Management (SFM), where we believe that true prosperity isn’t just about accumulating assets—it’s about crafting a meaningful legacy. Our approach goes beyond traditional wealth management. We’re here to help families create wealth with a purpose, guided by values that will live on for generations.
Wealth with Purpose: Building More Than Just Financial Security
At SFM, we understand that families want more than just financial stability—they want to build something that will last. That’s why we focus on helping you craft a legacy that reflects what truly matters to you: your values, your passions, and your vision for the future. We believe that wealth can be a powerful tool for good, serving as a catalyst for positive change in your family, your community, and the world.
Rather than simply focusing on short-term financial gains, SFM takes a long-term approach. We work with families to understand their deepest desires and help them create strategies that will ensure their wealth not only lasts but thrives for generations. Whether it’s supporting education, advancing a family business, or funding charitable initiatives, we ensure your wealth is aligned with your purpose.
The Power of Generational Thinking
What sets SFM apart is our commitment to thinking beyond the present. We’re not just helping you grow your wealth—we’re helping you build a future that will transcend your lifetime. Our holistic, multi-generational approach ensures that your wealth is managed and passed down in a way that preserves your family’s values.
This isn’t about leaving a large sum of money that gets lost in the shuffle. Instead, it’s about creating a system that supports future generations, providing them with not only financial resources but also the knowledge and wisdom to use them responsibly.
Shifting the Conversation: From Quick Wins to Lasting Impact
Many financial advisors are driven by quick wins and short-term results. But at SFM, we focus on what really matters: lasting impact. Our strategy revolves around sustainable growth, resilience, and purpose-driven planning that ensures your wealth endures, regardless of the market’s fluctuations.
This shift in perspective allows you to weather the storms of uncertainty while maintaining focus on your family’s long-term vision. By prioritizing long-term goals over immediate gratification, we ensure that your wealth becomes a force for good—a beacon that guides future generations toward success and fulfillment.
Your Legacy, Our Commitment
At SFM, we see ourselves not just as advisors but as partners in your legacy-building journey. We understand that the financial decisions you make today have far-reaching consequences. That’s why we approach each family with empathy and dedication, always keeping your values and long-term goals at the forefront.
Our commitment to building lasting relationships with our clients means we’re there for you every step of the way—whether you’re celebrating a milestone or navigating a challenge. With us, you’re not just building wealth; you’re creating a foundation for future generations to flourish.
A Different Kind of Financial Firm: Making Wealth a Tool for Change
Imagine a world where your wealth doesn’t just serve your family, but also contributes to the causes you care about. Whether you want to establish a charitable foundation, fund educational opportunities, or expand a family business, we ensure that your wealth strategy is about more than just accumulation—it’s about making a meaningful difference.
SFM’s legacy-driven financial strategies are designed to help you align your wealth with your personal values, creating a ripple effect that will resonate long into the future.
Why Choose SFM?
SFM is not just about managing money; we’re about helping you craft a future that honors your legacy and creates lasting prosperity for future generations. We are proud to have been recognized as the Best Financial Planning Firm in Central Florida in 2025, a testament to our dedication to excellence and long-term client success.
Take the first step toward building a meaningful legacy today. Schedule a 15-minute call with us to start planning a future that transcends financial success and leaves a lasting impact for generations to come.
With SFM, your wealth becomes a tool for greater purpose—one that will continue to grow, inspire, and empower the generations that follow.
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: www.kestrafinancial.com/disclosures
Neither Security Financial Management, Bluespring Wealth Partners LLC, Kestra IS or Kestra AS offer tax and legal advice.
Best of Winter Park Competition Rules & Disclaimers: winterpark.org/best-of-winter-park
Best of Orlando Competition Rules & Disclaimers: orlandoweekly.com/orlando/BestOf Advisors Best of Central Florida Disclosure: sofilamedia.com/best-of-central-florida
Did Not pay a fee to be considered. Inclusion in these rankings does not guarantee.
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