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.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Investors who put off important investment decisions may face potential consequence to their future financial security.
Overview of Medicare Advantage, what’s in them, special rules, and more.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Try these activities to keep your brain sharp.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Here is a quick history of the Federal Reserve and an overview of what it does.
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.
A bucket plan can help you be better prepared for a comfortable retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Here are five facts about Social Security that might surprise you.