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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Recent News
May 13, 2025
Money Management Tips for Millennials: Save, Invest, Plan
Money management is an essential skill that everyone needs to master, but it’s critical for millennials. As a generation, millennials are facing unique financial challenges, such as student loan debt, rising housing costs, and an unpredictable job market. Mastering the art of managing money can help secure long-term economic stability and provide peace of mind. […]
March 12, 2025
Index Annuities: A Secure Path to Retirement Investment
Index annuities have gained significant popularity in recent years, particularly among individuals looking for a safe, reliable way to grow their retirement savings. These financial products promise the potential for growth linked to a market index while protecting principal. If you are new to investing or seeking more secure investment options, understanding index annuities is […]
February 17, 2025
Roth IRA Explained: Why It’s the Best Choice for Tax-Free Retirement Income
When planning for retirement, one of the most crucial decisions you’ll make is how to save and invest your money. Among the many options available, a Roth IRA stands out as one of the best retirement accounts for tax-free income in retirement. Its unique features allow your contributions to grow tax-free, providing significant benefits when […]
February 10, 2025
The Pros and Cons of Investing in Index Annuities: What You Need to Know
Index annuities are often seen as a hybrid investment product that offers growth potential and protection from market downturns. With the ability to link returns to a stock market index, like the S&P 500, these annuities promise attractive features for conservative investors. However, they also come with limitations that may not suit everyone’s financial goals. […]