Financial Advisor Darcy Bergen Details Planning & Budgeting Retirement

Avatar for Ebiz Editor
Darcy Bergen Planning Budgeting Retirement Darcy Bergen Planning Budgeting Retirement

When it comes to getting older, there are many decisions that should be made before the unknown happens, such as a healthcare proxy and a living will, but when it comes to retirement, the plans individuals have made leading up to that decision are just as important as their strategies and resolutions during retirement.

How do you know you’re making the right decisions for yearly withdraws, asset allocations, and being confident that money is not depleted before you or your spouse die? What if you retire early, or what if you’ve needed to withdraw from taxable investments over the years? How do you make sure you stay ahead of the deductions and avoid a deficit? These crucial investment decisions are imperative for peace of mind and quality of life.

Darcy Bergen is an Investment Advisor Representative that specializes in teaching people about retirement investing and how to maximize their assets and allocations for the golden years. “If possible, deferring retirement by a few years is sometimes more beneficial than saving at a higher percentage for those few years beforehand. Also, there is so much confusion concerning when to retire and how social security plays a role in the overall income that people need to budget into their retirement planning.” Mr. Bergen’s organization, Bergen Financial Group, aims to provide education, advice, and consulting to retirees and those planning for retirement.

Darcy Bergen holds classes that teach his clients how to live with annuity-based products to provide guaranteed income for life. Bergen Financial Group’s advisors have over a century of combined experience assisting individuals in retirement planning and investing. Bergen Financial Group tailors a plan specific to each client’s specific needs and transitioning from wealth accumulation to wealth preservation.

You deserve to have knowledgeable financial advisors in the financial industry who can show you how to create a better retirement. You deserve financial advisors who are well-versed in all of the financial services you need to plan for and live in retirement, including:

  • Retirement Planning
  • Tax Planning
  • Wealth Management
  • Estate Planning
  • Life Insurance and Annuities
  • Income Strategies and Planning

Bergen Financial Group is headquartered in Peoria, Arizona and has offices in Tucson and Mesa, Arizona. Darcy Bergen’s educational seminars and retirement courses are designed to take the guesswork out of planning and to give clients a clear path into their financial future. To find out more, please contact Bergen Financial Group.