Darcy Bergen

Darcy Bergen

President, Clear Solutions for Seniors

Phoenix, United States

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His background

  • Today
    2017
    2007

    Management Consultant

    Bell & Associates

  • Today
    2017
    2003

    President

    Clear Solutions for Seniors

  • University of Regina

    Physical Education
    Physical Education

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About him

As President of Clear Solutions for Seniors, Darcy Bergen takes pride in helping his clients in all areas of financial assessment and planning. Darcy Bergen’s aim is to help seniors make the transition from earning an income to safeguarding their wealth. Sponsoring workshops called Senior Money Matters!!, Darcy Bergen invites seniors for a complimentary meal and the opportunity to learn financial planning strategies. Topics Darcy Bergen covers in these sessions include how to earn tax-deferred and tax-free earnings on investments; how to get long-term care and/or home health care without outlays; how to benefit from market growth without any risk to the principal; and how to maximize after-tax returns with reliable strategies. Clear Solutions for Seniors features a website stocked with tools for clients to learn more about the important factors in creating a financial strategy. It contains a glossary of terms and explains in clear language what they mean. Darcy Bergen has 22 years of experience in financial planning and encourage seniors to update their financial plan annually in order to stay on top of changing tax laws and legislation. Darcy Bergen began his career in 1991 at the Western Canadian Brokerage Group in Regina, Canada. In 1994, he moved to The Height of Excellence (THE) Financial Planning Group Inc., after which he formed Darcy Bergen and Associates. Moving to Arizona in 2000, he started For Life Financial, while also serving as a Management Consultant for Steamtrain Entertainment Group Inc., the Automotive Properties Group, and the American Republic Insurance Company. In addition, Darcy Bergen acts as President of Bergen’s Mission USA, Inc. The organization was established in honor of John and Eloise Bergen, two Canadians who were attacked and almost killed while on a mission helping orphaned children in Kenya. Miraculously, they recovered only to redouble their efforts. The couple maintains an active speaking engagement schedule. Darcy Bergen’s position enables him to contribute to the cause by providing financial stewardship. In 1998, Darcy Bergen received the Canadian Securities Course (CSC) Certification from CSI Global Education Inc. He is currently a Certified Retirement Financial Advisor (CRFA).