A complete list of active advisors currently associated with Lunsford Financial Planning, Inc.

Warmer can help you find a great advisor at Lunsford Financial Planning, Inc. or one who fits your needs even better.

Lunsford Financial Planning, Inc. provides wealth management and financial planning services to individual clients, including ongoing investment management, retirement and estate-plan review, cash-flow and distribution planning, and guidance on employer-provided benefits. The firm also offers ancillary services such as investment reviews for DIY clients and optional tax return preparation for individual and trust returns. The firm follows a fundamental, long-term buy-and-hold approach that emphasizes diversified asset allocation and a preference for low-cost index investments, supplemented by selected actively managed funds when appropriate. Portfolios are managed on a discretionary basis with periodic rebalancing and attention to tax placement across taxable, tax-deferred, and tax-free account types. Compared with many similarly structured independent advisers, the firm explicitly includes pension consulting in its service set, offering 401(k) plan reviews and rollover guidance as part of client engagements. The firm’s principal holds both CFP® and Enrolled Agent (EA) credentials, which the firm integrates into tax planning and the optional tax preparation services it provides.

To learn more about the advisors currently working at Lunsford Financial Planning, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Michael Lunsford	Lafayette, CO	23

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