To BE MONEY SAVVY means to BE FINANCIALLY AWARE. Helping people become financially aware is why Barklee exists.
We want our friends and family to be aware of where their money goes, how debt can rob from your future and retirement years, and how obtainable it is to be financially successful in your business and personal life.
Our team is made of teachers, guides, friends, and listeners. Our financial values are rooted in the bibles’ truth, and mission is simply to communicate these truths to our customers so that they can become financially aware.
Our Company communicates financial awareness by helping people establish 3 pillars of financial security:Accounting & Taxes, Risk Assessment & Insurance, and Retirement Planning and Investments.Take a look at our services offered to learn more about each of the three pillars of finance.
Finally, growth in your awareness of finances brings about the understanding of teamwork. No one individual can manage wealth with excellence by themselves. Therefore, Barklee has established itself as a proven partner to help others manage their business and personal finances.
If you need a trusted partner to begin delegating the management of your finances too, consider our team. If you find that you are unable keep track of your budget and profits for the month, consider our team. If you realize that your retirement and future is so important that it must be managed by professionals who know the path to success, then only consider our team at The Barklee Group.
We exist to help our community achieve and lead a financially healthy lifestyle by promoting Financial Awareness. We are a cohesive team of teachers and guides who relentlessly craft our financial skills to consistently provide excellent financial services and educational opportunities to the community that we serve. We will continue to pour the resources of this company into our team, the people that we serve, and the product that we serve them with.
The level of care that Barklee provides for our firm and clients is second to none. Jeremy and his team always complete their work on time and to the highest standard. He has become a trusted advisor that we can reach out to when our clients have special needs.
Veronda, CFO of BVCO
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Jeremy is one of the most stand up, honest, encouraging, and proactive individuals my husband and I have ever met. We’ve used Jeremy to help us with taxes, as well as counsel us through the home buying process, as our lender required specific financial data that we weren’t able to supply on our own. Transitioning from a full time teacher to independent contractor was scary, but Jeremy was there every step of the way to walk us through the big change and assure us that we were filing our taxes correctly and that my new business was being run correctly.
He also has given us great peace of mind financially throughout our pre-qualification journey and we couldn’t have done it without him. We are ever grateful for the investment Jeremy has made in our financial wellness and ultimately in our family.
Chelsea
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We are looking forward to using Barklee Financial Group for our 2022 taxes. Jeremy is clearly knowledgeable and is always happy to help answer any questions we might have. Everything is digital which is a huge bonus to us as well. We would recommend to anyone needing a CPA, even for business purposes!
Kolton & Bailee Porter
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Jeremy is incredibly knowledgeable about small business and how to help them shore up their back office to become more successful on the frontline.
