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.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Lease Payment

How much would your monthly lease payment be?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

The Beige Book: A Timely Economic Read

The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.

Life Insurance with Long-Term Care Benefits

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

Keeping Cool: Investment Strategy vs. Reaction

This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.

Coping with a Labor Shortage

As small businesses struggle to recruit and retain employees in a tight job market, these tips may help owners meet staffing needs.

More Newsletters →

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck