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.

Use this calculator to determine whether you qualify for the different types of IRAs.

How much life insurance would you need to produce a sufficient income stream for your family?

This calculator can help you determine how soon you can pay off your mortgage.

Is your personal inflation rate higher or lower than the CPI?

Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.

Discover why it might be worth waiting for a record of financial results before investing in an initial public offering.

The financial ratios that help measure an organization’s performance may also be used by potential lenders and investors. Learn more.

How do recent classification changes reflect shifts in the telecommunications sector, and what does that mean to investors?

About Us

Last Closing Prices

Ticker Name	Percent Difference (when noted with %) otherwise Last Price	Difference (where applicable)
Dow Jones Industrials	26,770.20	- 0.95

844 Tab Roberts Rd.
Lawrenceville, GA 30043

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