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

how-to-start-a-roth-ira-for-a-secure-financial-future
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. […]

Mastering the Art of Money Management: Essential Skills for Financial Success-Navigating the Timing of Social Security Benefits: Strategies for Maximizing Your Retirement Income
June 8, 2024

Navigating the Timing of Social Security Benefits: Strategies for Maximizing Your Retirement Income

Understanding Social Security Benefits Social Security is a critical component of many Americans’ retirement plans, providing financial support based on your lifetime earnings and the age at which you begin to collect benefits. The decision of when to start taking Social Security benefits is significant, as it can affect your financial Security for years. It’s […]

Mastering the Art of Money Management: Essential Skills for Financial Success-Navigating the Timing of Social Security Benefits: Strategies for Maximizing Your Retirement Income
May 18, 2024

Mastering the Art of Money Management: Essential Skills for Financial Success

Money management is a crucial aspect of our daily lives, yet many struggle to master it. From budgeting to saving and investing wisely, practical money management skills can pave the way for financial stability and success. In this article, we’ll delve into crucial strategies and tips to help you sharpen your money management skills and […]

Benefits of Money Management Tools
April 9, 2024

Navigating the Challenges of Fixed Index Annuities: Understanding Common Problems and Considerations

Fixed Index Annuities (FIAs) have gained popularity as retirement savings vehicles, offering individuals the potential for growth with principal protection. However, like any financial product, FIAs come with their own set of challenges and considerations. In this comprehensive guide, we’ll explore the problems associated with Fixed Index Annuities, providing insights and considerations to help individuals […]

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