A certified retirement financial advisor, Darcy Bergen heads Phoenix, Arizona-based Bergen Financial Group. His firm offers a full range of services for individuals who are nearing retirement (or have already retired), including tax strategies that seek to minimize tax liabilities and preserve wealth. Darcy Bergen and his team also provide estate-planning solutions that involve a comprehensive review of trusts and wills and the development of strategies to reduce probate costs.
Mr. Bergen moved to Arizona in 2000, and established For Life Financial in 2003. His advisory activities over the years have included management consulting with a number of firms in the insurance and investment spheres.