Retirement Requires a Paradigm Shift

Transition From “Saving For Retirement” To “Living Your Dream Retirement”
Financial Advisor Darcy Bergen founded Bergen Financial Group in 2003 based on a simple philosophy--to teach our clients how to employ strategies to strive to protect them from incurring losses on their savings. Losing money in the stock market is not the way to save or live in retirement. We aim to provide education, advice, and consulting to retirees and those planning for retirement.

Bergen Financial Group shows clients that there is a way to save and live with guaranteed income for the rest of your life with annuity-based products. We also help with wealth management, using our tactical asset management approach. Our team of advisors has over 100 years of experience assisting clients. There is no need to guess. We will set up a plan and help you implement a strategy.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

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An annuity is a long-term financial product designed largely for asset accumulation and retirement needs. All guarantees of an annuity are backed by the claims paying ability of the issuing insurer.