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.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Lifetime Earnings

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

Life Expectancy

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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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Three Regrets of Retirees

More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.

Qualified Longevity Annuity Contracts (QLACs)

Worried your retirement might outlast your savings? A qualified longevity annuity contract could provide an income stream later in life.

HOT TOPIC: Too Much Oil with Nowhere to Go

This article looks at the reasons behind crude oil’s price collapse and the larger issue of imbalance between supply and demand in the global oil industry.

Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage

As policyholders age, life insurance could help supplement retirement income, support a surviving spouse, and/or leave a legacy.

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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