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Philosophy

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

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Planning

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

 

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Process

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.

 

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Preview Our Financial Planning Process

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.

Organize all your accounts in one place, track your net worth, understand where your money goes, reduce unwanted spending.

Face Your Future With Anticipation

 

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

 

Discover Your Work Optional Lifestyle

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
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Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
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A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.
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Download our Free Social Security eBook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This eBook provides some tools to help you get started developing your Social Security strategy.