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.

LTCI Cost of Waiting

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

Roth IRA Conversion

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Life Expectancy

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

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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.

Reviewing Business Structure in Light of Tax Changes

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.

Watch Out for Scams That Target Businesses

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

Dealing with Divorce

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

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