Barko Financial | Home of the Essential FORMula

Enjoy A Work-Optional Lifestyle

We understand our role is stewardship not salesmanship and we place highest value on what matters most to you.

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We use a four-fold, panoramic planning process to bridge our philosophy to your personalized strategy.

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Everything we do is driven by our Proprietary Process, The Essential FORMula^® and set to sync with you as life unfolds and your needs evolve.

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Our process, The Essential FORMula^®, puts all of the pieces of the financial puzzle together so you can have the complete picture.

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Timely financial topics and strategies you can use to filter the noise and maintain an Essential perspective.

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Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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2023 ended with strong returns across many asset classes. Here are key takeaways and 5 insights for the year ahead.

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