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Aaron Hodari

Aaron Hodari is a managing director at Schechter, a boutique, third-generation wealth advisory and financial services firm located in Birmingham, Mich.

Displaying 3 results

Topic

Taxes are one thing – not the ‘only’ thing

Focus on after-tax returns and take advantage of tax-efficient structures when available.

Topic

Consider the alternative

Why alternative investments have a place in your clients' portfolios.

Topic

Help clients boost returns without increasing risk

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.