Aaron Hodari
Aaron Hodari is a managing director at Schechter, a boutique, third-generation wealth advisory and financial services firm located in Birmingham, Mich.
Focus on after-tax returns and take advantage of tax-efficient structures when available.
Why alternative investments have a place in your clients' portfolios.
If your clients are considering private placement life insurance or private placement variable annuities, here's what you should consider as part of the planning process.