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

money management
May 12, 2023

Mastering Your Finances with Money Management Worksheets: A Comprehensive Guide

Introduction Managing personal finances effectively is a critical component of financial well-being and success. To take control of your finances, it’s essential to have a comprehensive understanding of your income, expenses, savings, and debts. Money management worksheets offer a practical and empowering solution by providing a structured framework to organize, track, and analyze your financial […]

April 11, 2023

Roth Conversion Ending – Tax Considerations

For many individuals, a Roth conversion is a tax-deferred way to take advantage of tax-free withdrawals. But a new proposal in the House could end this strategy for high earners. The proposed legislation, dubbed the Build Back Better Act would prohibit IRA and 401(k) plan Roth conversions for people earning more than $400,000 a year. […]

What Is Personal Money Management?
March 30, 2023

What Is Personal Money Management?

Personal money management is essential to a responsible individual’s financial planning. It encompasses budgeting, the wise use of credit, managing debt and banking, saving, and investment. A strong understanding of personal money management will help you take control of your finances and achieve financial success. It will also help you understand your spending habits and […]

401k Benefits
March 20, 2023

401k Benefits to Keep Employees Happy

Employees often take 401k benefits for granted, but if you want to attract top talent and keep them happy, a quality 401k program can make a big difference. 401k plans offer many benefits, from tax-deferred savings to matching contributions. These plans also have perks for people who are late savers or individuals facing financial hardship. […]

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