Bergen Financial Group
A resident of Peoria, Arizona, Darcy Bergen, president of Bergen Financial Group, is an experienced financial advisor and investment adviser Representative with Horter Investment Management. Bergen Financial Group offers financial advice to seniors and people approaching retirement. With an emphasis on principal protected money concepts, Bergen Financial Group offers retirement planning products such as fixed annuity options. In its work, the firm moves away from aging retirement planning traditions such as buy and hold which currently takes too long to get back to even, and the modern portfolio theory which is anchored on stocks and bonds moving in close relation, a fete that has not occurred since 2007. Today, Bergen Financial Group takes a more realistic approach to retirement planning, one that is grounded in its fiduciary role to work in clients’ best interests. When a client comes to the firm, they are asked questions about their financial goals, investment timelines, and risk tolerance. Afterward, a plan for allocating assets is created in line with the client's individual needs. This plan covers your entire financial picture including lifetime income streams, insurance, tax efficiencies, and estate planning. Insurance and annuity products are not sold through Horter Investment Management, LLC (“Horter”). Horter does not endorse any annuity or insurance products nor does it guarantee their performance. Owners of these products are subject to the terms and conditions of the policies and contracts of the issuing companies. All product guarantees depend on the insurance company’s financial strength and claims-paying ability.
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