Broker Check

1018 12th Street
P.O. Box 81
Aurora, NE 68818

Troy D. Dvorak, RFC

(402) 694-4330

 
When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

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:

  1. We are committed to getting to know you as a person with personal needs and goals - far beyond your list of tradable assets.
  2. 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.
  3. We are vested in your long-term financial success.  Our advice is focused on your needs and goals, period.
  4. 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.
  5. 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.

Helpful Content

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

The Sequence of Returns

The Sequence of Returns

A look at how variable rates of return impact investors over time.

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

 

A Path to Serenity and Smart Money Choices

An article about meditation, mindfulness, and financial well-being.

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

Retirement Strategy After a Job Loss

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

View all articles arrow

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

View all calculators arrow

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Business Cycle

How will you weather the ups and downs of the business cycle?

View all videos arrow