A financial advisor and president of Bergen Financial Group, Darcy Bergen works closely with clients to provide risk management, Roth/IRA conversion, and asset protection strategies. Specifically, Darcy Bergen focuses on helping clients make their retirement funds last longer through targeted wealth management and income planning strategies. As the future of…

A financial advisor in the greater Phoenix area, Darcy Bergen has headed Peoria’s Bergen Financial Group for the past 17 years. Darcy Bergen has been named to the Million Dollar Round Table and is a Certified Retirement Financial Advisor (CRFA). In order to qualify for a CRFA designation, individuals must…

In his work, Darcy Bergen facilitates financial literacy workshops for interested members of the public. In addition to recommendations on long-term savings vehicles and strategies, Darcy Bergen offers examples of lifestyle changes that can improve financial health, such as reducing impulse buying. Impulse buying can cause significant financial problems and…

Darcy Bergen has presided over the Bergen Financial Group for more than 15 years. In this role, Darcy Bergen employs strategies to help workers nearing retirement protect their 401(k) investments from excessive fees and hidden costs. With strategic planning, 401(k) account holders can transfer or withdraw their balance without incurring…

Darcy Bergen presides over the Bergen Financial Group, which concentrates on pragmatic approaches to retirement planning. Since 2003, Darcy Bergen and the Bergen Financial Group has helped high net worth clients protect their principal and develop dependable lifelong income streams. The firm’s highly qualified advisors are well versed in asset…

As the president of the Bergen Financial Group, investment advisor representative Darcy Bergen focuses on safe money strategies that ensure a comfortable retirement. Darcy Bergen is highly knowledgeable in multiple tax-deferment strategies, including 401(k) distribution planning. Approximately half of American workers have access to a 401(k) retirement savings plan through…

Arizona-based Darcy Bergen plans financial strategies for retiring seniors. Alongside his role leading Bergen Financial Group, Darcy Bergen educates seniors on their retirement options through workshops that cover topics such as risk management. Understanding personal risk tolerance is key to developing a sound retirement plan. Here are a few factors…