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
July 16, 2024
The Ultimate Guide to Maximizing Your Retirement Savings with a Roth Conversion
Planning for retirement involves making various strategic financial decisions, each aimed at securing a stable and comfortable future. One increasingly popular decision among retirees and pre-retirees is the Roth conversion. A Roth conversion is a financial strategy that transfers funds from a traditional retirement account, such as a 401(k) or IRA, into a Roth IRA. […]
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. […]
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 […]
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 […]