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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Recent News
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 […]
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. […]
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 […]
October 15, 2024
Roth IRA vs. Traditional IRA: Top Benefits You Should Know
Planning for retirement is one of the most crucial financial decisions you’ll make, and choosing the correct investment account can make a significant difference in your future financial stability. Two of the most popular retirement savings options in the United States are the Roth IRA and the Traditional IRA. Both Individual Retirement Accounts (IRAs) offer […]