Financial Advisor, Darcy Bergen’s Long Term Investment Management Advice

Darcy Bergen

August 27, 2019

Darcy Bergen - Long Term Investment Management Advice

Darcy Bergen has over two decades of financial investing. On the heels of founding Clear Solutions for Seniors, LLC, Darcy Bergen started Bergen Financial Group in 2003, and was recognized as one of the top 20 advisors in sales with Midland National life annuity division year after year. In 2015, after many years of successful investment and financial development for his clients, Darcy Bergen became a fiduciary (exam 65), offering even further reliance between trustees and beneficiaries. Darcy shares his long term investing tips.


 Darcy Bergen continued, “Investing should be simple. We all know to buy low and sell high, but most of us have trouble following that advice. Some principles and strategies may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.”


Knowing how long to holding securities isn’t always so cut and dry. An investment strategy that advocates holding securities for the long term and ignoring short-term price fluctuations in the market is not always a leisurely feat to interpret or achieve. Knowing where the market is heading is not always easy to figure out, and it certainly takes an expert to know what’s next in line for the financial markets. 


He further explains, “Bergen Financial Group Strives To Help You Achieve Financial Peace Of Mind. In today’s uncertain economic conditions, you need financial advisors who strive to look beyond current paradigms for strategies that will help guide you toward your retirement dreams. Don’t retire alone and uncertain. With over 100 years of combined experience, our financial advisors can help you rest easy in the knowledge that we strive to keep your financial well-being safe. We are always working hard to help you with the future you desire.”


Bergen Financial Group offers conservative retirement planning strategies and products designed to provide guaranteed income for life while protecting their client’s principal from the fluctuations of the stock market with fixed annuity options. To find out more, contact them today.


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. : Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through *Insert Name*. Securities transactions for Horter Investment Management clients are placed through E*TRADE Advisor Services, TD Ameritrade and Nationwide Advisory Solutions.




Darcy Bergen, CRFA

AZ License #: 7714485

The Bergen Financial Group Headquarters

20542 N. Lake Pleasant Rd. Suite 111

Peoria, AZ 85382


[email protected]