The Flõ Approach

Training Efficient and Effective Cash Flõ Decision-Making

My goal is that you always have your money flõ to the things most important to you.

To do this, you must follow the golden rule of cash flõ...

Watch It, Manage It, and Most of All...ENJOY IT!

-Karol Lunsford, CFP®, ChFC, MBA

Securities andt Advisory services offered through Geneos Wealth Management. Member FINRA, SIPC.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

This calculator can help you determine whether you should consider converting to a Roth IRA.

Determine whether you should consider refinancing your mortgage.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Concerned about the costs of long-term care? Discover two strategies that combine life insurance coverage with LTC benefits.

A flat 21% tax rate may seem like a good reason for a pass-through entity to convert to a C corporation, but there are other factors to consider.

Financial scams aimed at businesses are on the rise. See which potentially costly schemes owners and employees need to look out for.

Some considerations for a divorcing couple who are dividing marital assets, such as retirement accounts, and filing for Social Security.

About Us

Last Closing Prices

Ticker Name	Percent Difference (when noted with %) otherwise Last Price	Difference (where applicable)
Dow Jones Industrials	27,110.80	+ 0.13

844 Tab Roberts Rd.
Lawrenceville, GA 30043

Phone: 770-277-1609
Fax: 678-376-7444