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.
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Currency has been around for a long time. Here’s a quick history lesson.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
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Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
When it comes to generational differences, knowing the facts can be difficult.
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
Here are 5 reason why you may consider working through retirement.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess how many days you'll work to pay your federal tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Even low inflation rates can pose a threat to investment returns.
There are a few things to consider when buying or leasing your next vehicle.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
If you died, what would happen to your email archives, social profiles and online accounts?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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