Enjoy A Work-Optional Lifestyle
Our Proprietary Process Puts It All Together
Face Your Future With Anticipation
Detach From The Noise
We understand our role is stewardship not salesmanship and we place highest value on what matters most to you.
We use a four-fold, panoramic planning process to bridge our philosophy to your personalized strategy.
Everything we do is driven by our Proprietary Process, The Essential FORMulaTM and set to sync with you as life unfolds and your needs evolve.
Podcast: Season 2 Episode 3
A Work-Optional Lifestyle is more than a mindset. We explain what it is and how you can identify and achieve (or maintain) yours.
Podcast: Season 1 Episode 11
The Essential Planning Approach
Planning is everything. Use this process to uncover your future career, financial, and family life goals.
Podcast: Season 1 Episode 17
Two Essential Travel Destinations
Here are two places in the U.S. you should add to your bucket list and some things to do when you're there!
There are some basic aspects of financial life that everyone should have a good handle on. We make these powerful financial tools available for free because everyone deserves access to them. When things become more complex, Barko Financial offers unbiased advice along with a full suite of panoramic financial planning and wealth management services to help you achieve your goals.
Our process, The Essential FORMulaTM, puts all of the pieces of the financial puzzle together so you can have the complete picture.
Tax Reform: Before and After
A New Way to Look at Your Bucket List
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This eBook has the tools you need to get started developing your Social Security strategy.