Vorisek Financial Corp

Knowing what you want is the easy part.  Having the knowledge, time and resources to achieve your goals is far more difficult.  Finding a partner to help you and your family build a plan for financial success can be a daunting task.  The financial planning industry is full of tools, systems and formulas, but none of them are as important as a relationship built on trust and commitment.  Since 1985, Vorisek Financial Corporation has been helping individuals and their families achieve their financial goals.  The trust our clients place in us is an awesome responsibility.  We demonstrate that by maintaining a singular commitment to the unique needs and goals of each person we serve.

Our resources include experienced professionals with access to the latest financial information and planning tools.  However, we understand that the most important thing for us to know is you.  We start every relationship by really getting to know our clients.  We need to understand your hopes and dreams, not just the facts and figures on your balance sheet.  Once we have accurately assessed your situation and future aspirations, our team of experts performs a comprehensive analysis to prescribe a suitable solution for your situation.  At this stage, we identify strategies to help you achieve your goals and objectives.  When you agree that we`ve accurately defined your goals and identified the strategies best suited  to help achieve them, we can begin discussing specific ways to implement your plan.  Unlike many financial services firms, we focus on clients first and products last.

At Vorisek Financial Corporation, implementing the original financial plan is the beginning of our relationship, not the end.  We believe that achieving long-term goals requires a long-term relationship.  To that end, keeping your plan current and meaningful is as critical as drafting it in the first place.  We provide regular updates and administrative and interpersonal support for all of our clients.  This reputation for service and commitment has allowed us to become one of the leading financial services firms in Central Ohio.  You know what you want.  Vorisek Financial Corporation has what it takes to help get you there.

**PLEASE BEGIN USING OUR NEW EMAIL ADDRESSES:

Tom Vorisek: tvorisek@vorfin.com

Eric Shearer: eshearer@vorfin.com

Suzi Walton: swalton@vorfin.com

Chris Wilkin: cwilkin@vorfin.com
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May 22, 2012 @ 12:41 AM

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There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

Rethinking the Role of Household Debt

Many people aspire to pay off their home mortgages before retirement, but the housing situation and a weak economy have taken a toll on the finances of many older Americans. There are some compelling reasons why pre-retirees might want to consider maximizing their retirement plan contributions and avoid carrying large amounts of debt into retirement.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

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