Darcy Bergen
Darcy Bergen was born and reared in Canada; his parents are missionaries. Bergen spent his early years abroad in Malaysia and New Zealand before returning to Canada for high school and college. In high school, he was team captain and an outstanding wrestler who won three provincial titles.
Career history of Darcy Bergen
Early in his twenties, Bergen began working in the insurance sector. He moved to Phoenix in 2000 and began working in the financial planning profession in 2003. Between 2013 and 2018, Bergen was a six-time Midland National life annuity division top-20 sales representative. In 2015, Bergen became a fiduciary (exam 65). He has qualification as a retiree financial planner.
Bergen developed Clear Solutions for Seniors, LLC in 2003, followed by Bergen Financial in 2004. Today, he shares his more than 30 years of expertise in the financial field with eight advisors and six other staff members. In addition to its headquarters in Peoria, Arizona, Bergen Financial now maintains offices in Tucson, Phoenix, Scottsdale, and Spokane, Washington.
Bergen's Generosity
In 2008, Bergen's parents were missionaries in Kenya, building orphanages, digging wells, and undertaking other humanitarian activities. Unfortunately, seven villagers viciously attacked the Bergens. Thankfully, both individuals survived. Darcy Bergen established Bergens Mission in 2014 in an effort to translate a traumatic event into something positive. The non-profit organization aids orphans around the country and encourages regional development. Bergen feels that the foundation will aid in teaching and providing for Kenyan youth in order to prevent young people from following a road that leads to violence.
Darcy Bergen is an instructor
Bergen is enthusiastic about imparting his financial planning expertise to others. According to him, only consumers who properly know financial products should utilize them. He and his wife, Heather, recently concluded four years as co-hosts of the popular radio program Safe Money and Income. Additionally, he instructs retirement planning classes at local colleges. Bergen addresses social security and risk management in his book about retirement planning.
Bergen focuses mostly on retirement planning. However, he is conscious of how important it is to teach the next generation solid financial principles. Bergen recommends that parents enroll their children in school immediately. Even very young children may earn money via tasks, and parents can utilize this to teach them that work pays off and that money can be used to purchase toys and other desired items. Children of all ages may learn how to save for the things they desire.
Bergen asserts that as preteens and adolescents mature, there are greater opportunities for parents to instruct their children in fiscal responsibility. The majority of adolescents understand debt, the cost of living, credit cards, interest calculations, and the components of a paycheck. Teenagers with part-time jobs may see the application of childhood lessons in the real world. Bergen asserts that children who learn about sound financial planning at an early age grow up to be more financially responsible adults.
Planner for retirement Darcy Bergen
The conservative approach of Bergen tries to provide a lifetime income guarantee. He assists clients in locating alternatives to fixed annuities that would protect their wealth from stock market fluctuations. Bergen is aware that the market's frequent ups and downs might make folks uneasy as they approach retirement. The objective of Bergen's organization is to alleviate these stressors by giving the appropriate guidance and data. His staff has more than a century of experience working with clients to construct individualized retirement plans.
Bergen assists clients in achieving a secure retirement through a four-step process
As consumers move through these steps, they should consider all of their sources of retirement income, how they will pay for healthcare, and their anticipated living expenses. Bergen Financial is an independent company, so its personnel is able to propose a selection of alternatives, not only those from a single provider. Instead of operating in the best interests of a vast company, Bergen seeks to give each client with the highest quality service possible.
Career history of Darcy Bergen
Early in his twenties, Bergen began working in the insurance sector. He moved to Phoenix in 2000 and began working in the financial planning profession in 2003. Between 2013 and 2018, Bergen was a six-time Midland National life annuity division top-20 sales representative. In 2015, Bergen became a fiduciary (exam 65). He has qualification as a retiree financial planner.
Bergen developed Clear Solutions for Seniors, LLC in 2003, followed by Bergen Financial in 2004. Today, he shares his more than 30 years of expertise in the financial field with eight advisors and six other staff members. In addition to its headquarters in Peoria, Arizona, Bergen Financial now maintains offices in Tucson, Phoenix, Scottsdale, and Spokane, Washington.
Bergen's Generosity
In 2008, Bergen's parents were missionaries in Kenya, building orphanages, digging wells, and undertaking other humanitarian activities. Unfortunately, seven villagers viciously attacked the Bergens. Thankfully, both individuals survived. Darcy Bergen established Bergens Mission in 2014 in an effort to translate a traumatic event into something positive. The non-profit organization aids orphans around the country and encourages regional development. Bergen feels that the foundation will aid in teaching and providing for Kenyan youth in order to prevent young people from following a road that leads to violence.
Darcy Bergen is an instructor
Bergen is enthusiastic about imparting his financial planning expertise to others. According to him, only consumers who properly know financial products should utilize them. He and his wife, Heather, recently concluded four years as co-hosts of the popular radio program Safe Money and Income. Additionally, he instructs retirement planning classes at local colleges. Bergen addresses social security and risk management in his book about retirement planning.
Bergen focuses mostly on retirement planning. However, he is conscious of how important it is to teach the next generation solid financial principles. Bergen recommends that parents enroll their children in school immediately. Even very young children may earn money via tasks, and parents can utilize this to teach them that work pays off and that money can be used to purchase toys and other desired items. Children of all ages may learn how to save for the things they desire.
Bergen asserts that as preteens and adolescents mature, there are greater opportunities for parents to instruct their children in fiscal responsibility. The majority of adolescents understand debt, the cost of living, credit cards, interest calculations, and the components of a paycheck. Teenagers with part-time jobs may see the application of childhood lessons in the real world. Bergen asserts that children who learn about sound financial planning at an early age grow up to be more financially responsible adults.
Planner for retirement Darcy Bergen
The conservative approach of Bergen tries to provide a lifetime income guarantee. He assists clients in locating alternatives to fixed annuities that would protect their wealth from stock market fluctuations. Bergen is aware that the market's frequent ups and downs might make folks uneasy as they approach retirement. The objective of Bergen's organization is to alleviate these stressors by giving the appropriate guidance and data. His staff has more than a century of experience working with clients to construct individualized retirement plans.
Bergen assists clients in achieving a secure retirement through a four-step process
- Personalized discovery is the process of determining how clients envision their retirement, their goals, and how much money they will need to make their ideas a reality.
- The establishment of a strategy describes the particular steps that customers must follow to achieve their preferred retirement lifestyle.
- Implementation requires the creation of accounts and the knowledge of how to monitor their progress.
- Monitoring includes quarterly account reviews and annual meetings with a financial professional.
As consumers move through these steps, they should consider all of their sources of retirement income, how they will pay for healthcare, and their anticipated living expenses. Bergen Financial is an independent company, so its personnel is able to propose a selection of alternatives, not only those from a single provider. Instead of operating in the best interests of a vast company, Bergen seeks to give each client with the highest quality service possible.
Darcy Bergen © 2022. All rights reserved.
