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.

Learn More

Portfolio

Darcy Bergen Portfolio

Recent News

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. […]

how-to-become-a-social-security-planning-advisor
February 8, 2023

How to Become a Social Security Planning Advisor

A social security planning advisor can help you navigate the complexities of social security and maximize your benefits. They can also assist you with strategies to reduce taxes, ensure financial stability and improve your quality of life in retirement.¬†Advisors who specialize in Social Security planning may use software to crunch the numbers and show clients […]

social-security-planning-advisors-2
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 […]

Software
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 […]

Get In Touch