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

November 6, 2023

Money Management Games: Learning Financial Skills While Having Fun

In today’s fast-paced world, the importance of financial literacy cannot be overstated. Managing money effectively is a crucial life skill that can significantly impact our quality of life, yet it’s often overlooked in traditional education. Fortunately, there’s a fun and engaging way to learn essential money management skills – through money management games. These games […]

October 12, 2023

Life Insurance Retirement Plan Companies

In today’s complex financial landscape, individuals are constantly seeking ways to secure their future and ensure a comfortable retirement. One strategy that has gained prominence in recent years is the use of Life Insurance Retirement Plan (LIRP) companies. These companies offer a unique approach to financial planning that combines life insurance with retirement savings. In […]

The Art of Roth Conversion Limits in Retirement Planning
September 20, 2023

The Art of Roth Conversion Limits in Retirement Planning

In the ever-evolving landscape of retirement planning, one strategy that has gained increasing attention is Roth conversions. These conversions allow individuals to transfer assets from traditional retirement accounts into Roth IRAs, potentially offering significant tax advantages. However, it’s essential to successfully grasp the rules and limitations to navigate the intricacies of Roth conversion limits. This […]

Darcy Bergen
September 6, 2023

Demystifying Roth Conversions in 2023

While Roth IRAs have income limitations for contributions, Roth conversions are notably absent of such restrictions. That means regardless of how much you earn, converting from a Traditional IRA to a Roth IRA remains an open option. However, this is a taxable event; the converted amount becomes part of your income for tax calculations. The […]

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