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.
Six Surprising Facts About Retirement Confidence
This attention-grabbing infographic covers retirement topics you may not have considered.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
A change in your mindset during retirement may drive changes to your portfolio.
A four-step framework for building a personal legacy.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Tax preparation may be the perfect time to give the household budget a check-up.
Take the guesswork out of your IEP or SEP with this helpful article.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator will help determine whether you should invest funds or pay down debt.
All about how missing the best market days (or the worst!) might affect your portfolio.
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Here’s a quick guide to checking to see if you have unclaimed money.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Learn about what risk tolerance really means in this helpful and insightful video.