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
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 […]
August 28, 2024
The Benefits and Drawbacks of Life Insurance Retirement Plans (LIRPs)
When thinking about retirement, most people focus on traditional investment vehicles such as 401(k) plans, IRAs, or pensions. However, another option exists for those looking for alternative ways to secure their financial future: Life Insurance Retirement Plans (LIRPs). A LIRP is a strategy that combines life insurance protection with the potential for tax-deferred growth of […]
July 16, 2024
The Ultimate Guide to Maximizing Your Retirement Savings with a Roth Conversion
Planning for retirement involves making various strategic financial decisions, each aimed at securing a stable and comfortable future. One increasingly popular decision among retirees and pre-retirees is the Roth conversion. A Roth conversion is a financial strategy that transfers funds from a traditional retirement account, such as a 401(k) or IRA, into a Roth IRA. […]
June 14, 2024
Navigating Social Security Complexities: A Comprehensive Planning Guide
Social Security is a cornerstone of financial stability for many Americans in retirement, yet its complexities can be daunting. Understanding how to navigate these complexities effectively is crucial for maximizing your benefits and planning a secure retirement. This guide provides a comprehensive overview of the Social Security system, including key strategies for optimizing your benefits. […]