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.

This calculator is designed to help you attach a dollar figure to your life’s work.

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

How Long Will It Take to Pay my Balance?

Compare the potential future value of tax-deferred investments to that of taxable investments.

A 1035 exchange may allow a permanent life policy to be traded for a more suitable insurance product.

Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.

Find out whether a testamentary trust, living trust, or special-purpose trust can benefit your family.

The Fed signaled a pause in raising interest rates. How markets reacted and what the change says about the direction of the U.S. economy.

About Us

July 15, 2019 @ 03:03 PM

Ticker Name	Percent Difference (when noted with %) otherwise Last Price	Difference (where applicable)
Dow Jones Industrials ETF		+ 0.0 %
Nasdaq Composite ETF		+ 0.1 %
S&P 500 ETF		+ 0.0 %

844 Tab Roberts Rd.
Lawrenceville, GA 30043

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