Phone Number: 763-639-0868

Monday, July 16, 2018

Starting Out

The first step is simply understanding your particular circumstances. Your current financial condition and future expectations are the basis for all further investment decisions. Who you are as an investor (i.e., your investor profile) will determine which investment strategy or strategies you should implement. For example, you may be saving part of your weekly wages for your 2-year-old child's college education or your own retirement in 30 years. Or, perhaps you want to invest a lump sum for a short period, and then use the money to buy a new house.

To help evaluate your situation, here are a few questions you might consider when investment goals:

  • How much money do you have available to invest?
  • What are your sources of investment money? Do you have a lump sum, or will you be investing regularly and systematically?
  • How much profit do you need the investments to generate? 
  • What is your age?
  • What is your current income?
  • What do you expect your income to be in the near future? In the distant future?
  • What are your current expenses?
  • When will you need the money?

 

Getting Married

Check the background of this firm on FINRA's BrokerCheck.

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.