Positive Reviews: Customers appreciate the personalized service and proactive approach offered by Security Financial Management. The team is known for their strong relationships with clients, responsiveness, and thoroughness in financial planning. Clients commend the company for their hands-on customer service and expertise in areas such as minimizing taxes and investment diversification. With over three decades of experience, Security Financial Management has built a reputation based on trust and reliability, making them a top choice for those seeking a purpose-driven and meaningful financial future. Unique Facts about Security Financial Management: - The leadership team frequently speaks at state conventions across the US on Estate and Financial Planning. - They have been highlighted in the Orlando Sentinel for their expertise in financial planning. - The company offers personal, hands-on customer service and a proactive approach to financial planning. Business Specialty: Security Financial Management specializes in creating personalized financial strategies for clients to help them achieve their financial goals. They focus on building strong relationships with their clients, providing proactive and responsive service, and offering expertise in areas like minimizing taxes and investment allocation. With a commitment to trust and reliability, Security Financial Management is dedicated to helping clients navigate the complexities of financial planning for a secure future.