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.

IRA Eligibility

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

Life Insurance

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

Mortgage Acceleration

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

Personal Inflation Rate

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

More Calculators →

Risk Tolerance: Stress-Test Your Portfolio…and Yourself

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

IPOs: Consider the Risks Behind the Hype

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

Calculating Key Financial Ratios

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

Index Update: Shifting Sectors Reflect Social Change

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

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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