Hello!

Darcy Bergen

is a financial advisor

About Me

Darcy Bergen is a native of Canada and the son of mission workers. Bergen also lived in New Zealand and Malaysia during his childhood before returning to Canada for high school and college. He was a standout wrestler in high school, serving as team captain and earning three provincial championships.

Bergen entered the insurance business in his early twenties. In 2000, he moved to Phoenix, and in 2003, he entered the financial planning business. Between 2013 and 2018, Bergen was a six-time top-20 sales advisor in the Midland National life annuity division. In 2015, Bergen became a fiduciary (exam 65). He is also a Certified Retirement Financial Advisor.

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Portfolio

Darcy Bergen Portfolio

Recent News

Index Annuities: A Secure Path to Retirement Investment
March 12, 2025

Index Annuities: A Secure Path to Retirement Investment

Index annuities have gained significant popularity in recent years, particularly among individuals looking for a safe, reliable way to grow their retirement savings. These financial products promise the potential for growth linked to a market index while protecting principal. If you are new to investing or seeking more secure investment options, understanding index annuities is […]

Retirement-Darcy Bergen
February 17, 2025

Roth IRA Explained: Why It’s the Best Choice for Tax-Free Retirement Income

When planning for retirement, one of the most crucial decisions you’ll make is how to save and invest your money. Among the many options available, a Roth IRA stands out as one of the best retirement accounts for tax-free income in retirement. Its unique features allow your contributions to grow tax-free, providing significant benefits when […]

Darcy Bergen
February 10, 2025

The Pros and Cons of Investing in Index Annuities: What You Need to Know

Index annuities are often seen as a hybrid investment product that offers growth potential and protection from market downturns. With the ability to link returns to a stock market index, like the S&P 500, these annuities promise attractive features for conservative investors. However, they also come with limitations that may not suit everyone’s financial goals. […]

Roth IRA conversion-Darcy Bergen
January 14, 2025

Unlocking Tax-Free Retirement: Your 2025 Roth Conversion Blueprint

A Roth IRA conversion is a strategic financial move that significantly benefits your retirement. By converting funds from a traditional IRA or 401(k) to a Roth IRA, you can access tax-free growth and withdrawals and no required minimum distributions (RMDs). However, this process involves complexities and potential tax implications that require careful planning. Here’s a […]

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