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.

Savings Accumulation

Estimate the future value of your current savings.

Personal Inflation Rate

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

Car Affordability

How much can you afford to pay for a car?

Life Insurance

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

More Calculators →

Rain, Sleet, Snow — and Lawsuits?

Icy winter walkways can lead to injuries and lawsuits. Find out how an umbrella policy can offer higher liability coverage.

Bonds Can Offer Stability Even with Rising Rates

Explore three major categories of bonds, plus ideas for navigating the bond market amid climbing interest rates.

A New Option for Providing Health Coverage in 2020

Learn more about Individual Coverage Health Reimbursement Arrangements and how they may help small businesses offer employee health coverage.

What Is Cyber Insurance, and Do You Need It?

Cyber attacks and loss of data can be devastating, so businesses should be proactive about addressing this risk.

More Newsletters →

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