When it comes to your retirement, knowledge is empowerment.

Learn. Plan. Live!

When it comes to your retirement, knowledge is empowerment.

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When education and readiness work hand in hand, retirements prosper.

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Whether your life’s work is just getting started, you’re enjoying mid-career success or you’re almost ready to retire, Bergen Financial Group is founded on a simple principle: Educating our clients and simplifying the financial complexities of retirement planning builds an informed partnership.

As a result, we can plan together confidently for your future.

Learn

Learn ways to retire at every career stage.

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How do you ensure your retirement plan will achieve your goals? You start by working with an experienced planning partner who listens to your wishes and anticipates your needs.

Choose a financial professional who strives to offer a high level of customer service and builds relationships with clients to help them pursue their goals in retirement.

Plan

Plan for up markets, down markets and everything in between.

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Retirement means something different to everyone. Maybe you want to:

  • Explore a second career or give back to your profession
  • Travel the world
  • Leave a legacy
  • Or just leave your options open

At Bergen Financial Group, we focus on you and help guide you to live your best retirement.

Live

Live your best retirement with confidence.

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Attend a Live Event

Ready to take control of your future? Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

April 23
6:30 pm

Seminar

Miramar College 10440 Black Mountain Road
San Diego, CA 92126

Punch Your Retirement Passport

Three essential components Darcy incorporates into a three-step process to help clients prepare for retirement include specific planning centered on:

  • Investment risk
  • Income needs
  • Tax reduction
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Trust. Understand. Thrive.

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Meet the Team

Our Team

Our people bring a broad scope of financial experience to make retirement happen every day for our clients.

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What We Offer

Our Services

With your goals in mind, our process will help translate your retirement dreams into clear action steps.

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Contact Us Today

Your Plan

Retirement means something different to everyone. Let us help you determine what it means to you.

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