Phone Number: 763-639-0868

Monday, November 18, 2019

What do I need to get started?

GOALS!  Realistic Goals. For example "I want to invest sufficient funds to help my newborn pay for half of her college when she graduates from high school." or "We want to have the nest egg to retire when we turn 67."

We will work together to develop Specific goals. Together we will develop the Measurement of how we are doing. The sooner we begin, the more Achievable it is to attain your goal. It is up to you to be Realistic in your goals and the Time that you allow to achieve your investment results.

Besides the Tom--isms listed on this are a few more good rules to follow:

  • Get in the habit of saving. Set aside a portion of your income regularly.
  • Invest in financial markets so your money can grow at a meaningful rate.
  • Don't put all your eggs in one basket. Though it doesn't guarantee a profit or ensure against the possibility of loss, having multiple types of investments may help reduce the impact of a loss on any single investment.
  • Focus on long-term potential rather than short-term price fluctuations.
  • Ask questions and become educated before making any investment.
  • Invest with your head, not with your stomach or heart. Avoid the urge to invest based on how you feel about an investment.


Understand the impact of time                Where do I get Started?

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.