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.
Helpful Content

A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.

Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.

Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Understanding the SECURE Act 2.0
A timeline covering a few of the major provisions of the SECURE Act 2.0.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
View all articles 
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
View all calculators 
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement 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.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
View all presentations 
Forecast
The market is as unpredictable as the weather. We'd love to help you prepare.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.