Your Complete Financial Vision
Welcome, I'm Troy Dvorak, a financial consultant in Aurora, NE and founder of Visionary Financial Services. We understand that individuals face unique challenges as they prepare for their retirement and financial future. Your needs, your goals set you apart from everyone else. We work with you as a unique individual helping to take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses on your needs, wants, and financial goals and objectives. That's what sets us apart. We operate under five basic principles:
- We are committed to getting to know you as a person with personal needs and goals - far beyond your list of tradable assets.
- We are here to educate. We understand finances and planning may not be your specialty. It's ours. We are here to make managing your financial plan comfortable, understandable, and clear.
- We are vested in your long-term financial success. Our advice is focused on your needs and goals, period.
- We put a plan in writing. Your financial future isn't crafted on a napkin. We carefully craft a plan you can study, understand, and refer to at your convenience.
- We review your plan with you. Your future is too important to put on a shelf. We pull out your plan, schedule reviews and make changes as needed.
It takes a team to bring you the breadth of expertise you deserve. Visionary Financial Services understands and takes the collaborative approach.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (402) 694-4330.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Determine your potential long-term care needs and how long your current assets might last.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Information vs. instinct. Are your choices based on evidence of emotion?
Why are they made again and again? Making sense of these errors in judgement.
Learn about the rise of Impact Investing and how it may benefit you.
Five overlooked tax deductions to help manage your tax bill.
Five strategies for managing your student debt.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here’s a crash course on saving for college.
Learn about the importance of having an estate strategy in this helpful and informative video.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?