Nothing gets in the way of our doing the right thing to help you make smart decisions for your financial well being. We err on the side of prudence. Our website opens with a quote from Reverend Theodore M. Hesburgh, C.S.C. President Emeritus, University of Notre Dame “My basic principle is that you don’t make decisions because they are…

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Second to your primary residence, the bulk of assets most individuals have saved come in the form of 401k savings. While most individuals believe these assets are “untouchable”, what if you had the ability to unlock the power of your 401k and reduce fees at the same time? Did you know that more than 70% of all 401k plans…

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