Broker Check

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

Troy D. Dvorak, RFC

(402) 694-4330

 
Finding the Balance Retirement and Quality of Life Behavioral Finance 4 Elements of an Estate Strategy

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

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Long-Term-Care Needs

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Inflation & Retirement

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

 

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgement.

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or another qualified retirement plan.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Rule of 72

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.

Saving for College 101

Here’s a crash course on saving for college.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

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