Broker Check

1018 12th Street
PO Box 81
Aurora, NE 68818

Troy D. Dvorak, RFC

(402) 694-4330

 

Collaborative Planning Strategies

Choosing a Financial Representative with whom to entrust your financial security is a decision not taken lightly.  Visionary Financial Services promises an open, trust-based relationship, with a written plan, regular reviews, and the assurance your needs will come first.  At arm's length, we have a team of professionals to work together to see all of the financial angles and fully meet your needs and goals.

 

Legal:

 

  • Review Current Legal Work

  • Explore Legal Opportunities

 

Tax:

 

  • Evaluate Tax Implications

  • Retirement Contribution and Distribution Planning 

 

Financial:

 

  • Review Current Portfolio Holdings

  • Analyze Investment Strategies

  • Asset Allocation and Planning Diversification

 

Visionary Financial Services strives to work with the client’s current professionals and has resources available if special situations arise.