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The Five-Year Financial Plan

Use it to help clients protect their money and achieve their desired lifestyle.

By Gregory B. Gagne, ChFC

 

“Many people take no care of their money till they come nearly to the end of it, and others do just the same with their time.”
—Goethe

Unfortunately, this quote is all too true for many people we meet in our lives. They never make plans for the future and wait too long to begin saving for retirement.