Offering Financial Solutions to Phoenix Seniors
A certified retirement financial advisor, Darcy Bergen heads Phoenix, Arizona-based Clear Solutions for Seniors. 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 completed his undergraduate degree at the University of Regina in Saskatchewan, where he was a provincial wrestling champion on multiple occasions. For nearly a decade, he remained in Regina as a financial advisor with the Western Canadian Brokerage Group. He also worked as a branch manager for the Height of Excellence Financial Planning Group and hosted a number of television and radio programs, including The Money Doctors and Smart Money. Moving to Arizona in 2000, Darcy Bergen established For Life Financial. His advisory activities over the years have included management consulting with a number of firms in the insurance and investment spheres.
Phoenix, AZ, US