wiseradvisor

Al Baker, CFP®
Security Financial Management

Tel: (407) 644-4686
2420 S Lakemont Ave
Suite 120
Orlando, FL 32814

Planning now for a better tomorrow

Security Financial Management | Financial Advisor in Orlando ,FL

About Security Financial Management

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.


General Information

Firm Start Year:   1983
No.of Employees:   10-19
Insurance License#:   A011794
Name of Broker/Dealer:   Pro-Equities
States Licensed in:   Florida, Michigan, Wisconsin, Virginia
Number of Years with Current Firm:   4 m
I work with the following types of clients:   Non-Profit Organizations , Individual Investors , Businesses


Services

Investment Types:   Stocks , Mutual Funds , Bonds , Annuities , Insurance , Exchange Traded Funds (ETFs) , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office , Via phone , At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Life , Variable Annuity , Variable Life


Firm Information

Assets Managed by Firm:   530 million


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $50000
Compensation Methods:   Based on Assets , Hourly


Education

Certified Financial Planner - CFP  College of Financial Planning - Denver Co
- 1990



Faqs

  • What is your approach to financial planning? Whenever possible we like to put a written plan in place to help focus on the future
  • What services do you provide? What are your specialties? Retirement Planning In-depth Portfolio Management
  • How do you charge for your services? I charge by the hour or by a fee for Assets under management
  • Do you provide a free initial consultation? Yes we do not charge for our first meeting
  • Why should I choose you as my financial advisor? Long-term experience concerning difficult financial issues. Also I provide insights and strategies for protecting your assets during market corrections.
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Disclaimer

Investment Advisor Representative, Investment Advisors, a Division of Pro-Equities, Inc. A Registered Investment Advisor, and A Registered Broker-Dealer, Member FINRA & SPIC Security Financial Management is independent of Pro-Equities, Inc.

Al Baker, CFP®

Al Baker, CFP®

LUTCF, CERTIFIED FINANCIAL PLANNER™ Certificant

Al Baker, CFP® began his financial career in 1983 with Lincoln Financial Group. He also spent 18 years with SWS Financial Services as an advisor before moving to Security Financial Management as an advisor. Al Baker is considered a true expert in retirement planning and portfolio management by many of his piers. If your looking for someone who truly wants to understand
your financial situation and help you achieve your goals, then you came to the right place.

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

Communities Served

Altamonte Springs Casselberry
Longwood Maitland
Orlando Oviedo
Winter Garden Winter Park