Phone Number: 763-639-0868

Monday, November 18, 2019

A Retired Couple Scenario

Our couple has diligently raised a family, owns a home and is on a glide path towards retirement.  They have no debt, yet they are concerned to know if they have enough to retire and when. What if the 2008 market fiasco or something similar re-occurs?  How will they take the nest egg that they have built through diligent investing and begin converting it into a flow of money once they retire? Our couple realizes that they have made many smart investment and financial decisions  during their life.  As they approach retirement they do not want to fear for their financial future.  They do not want to falter now and they want to work with someone that they trust to advise them properly. 

As long as this retiring couple is committed to continue to diligently work towards achieving their goals then they too may benefit by working with a Financial Advisor they trust.

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Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker/Dealer, and member FINRA and SIPC.  Conneran Financial is Independent of ProEquities, Inc.

Please be advised that presently Thomas Conneran holds series 6, 7, 63 and 65 licenses in CA, CT, DC, MD, MN, MT, ND, TX, VA, and WI. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.