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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Darcy Bergen Portfolio
Recent News
January 10, 2023
Social Security Planning Advisors
A growing number of people are using social security planning advisors to help them navigate the complex landscape of their retirement benefits. By coordinating their retirement income with other sources such as pensions, personal assets, cash flow, and earned income, they can draw on these sources in the most tax-efficient way. Delaying benefits Delaying benefits […]
January 6, 2023
Roth IRA Conversion Strategy Software
You have several options to convert your Traditional IRA to a Roth IRA. You can do it yourself, but some programs are available to help you. These programs will guide you through the process and give you a year-by-year projection table to see how much you’re saving. No-tax backdoor Roth IRA conversion Backdoor Roth IRA […]
December 19, 2022
Money Management Skills – Learn How to Invest
Money Management Skills-there are many different things to do when it comes to learning how to manage your money. You can learn how to invest, save, budget, and plan for the future. But before you begin, there are a few tips you should know. Budgeting is a money management skill that’s important to have. It […]
November 11, 2022
Roth IRA Withdrawal Rules
If you have a Roth IRA, you should know the rules before you withdraw funds. Withdrawals may be subject to penalties and may require you to take Required Minimum Distributions. You should also be aware of Roth IRA withdrawal rules by age. To learn more about Roth IRA withdrawal requirements, read this article. Required minimum […]