Schechter is a third-generation financial services firm based in Birmingham, MI. We advise wealthy families on financial matters, including institutional quality investment management, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable giving. As an independent firm, we are not beholden to any bank or advisory platform. We pick investment opportunities that we believe can help our high-net-worth clients obtain their long-term goals. We have a team of investment specialists, estate planning attorneys, tax experts and financial planners based across the country.

Provides Asset Liability Management (ALM/IRR) Reporting and actionable advice, including numerous ALM related reports. Investment Portfolio Management as an SEC registered Investment Advisor including Charitable Donation Accounts and Employee Benefit Prefunding Account management. Mortgage Servicing Rights Valuations and CECL Reporting. Merger valuation and advisory services including acquisition of add on entities.

Strategic Education Technologies (SET), is focused on helping families get SET for College and financially SET for Life – without taking unnecessary risks. Since 1994, our sole mission is to help families comfortably afford to send their children to college regardless of the cost; and become financially SET For Life without taking unnecessary risks. We accomplish this through our network of SET Advisors as well as directly with families through our My SET for College Solution platform. My SET for College Solution™ helps families successfully navigate the college admissions and financial aid planning process so their children can attend the college of their choice – regardless of the cost. My SET for Life Solution™ provides financial education programs – backed by results – that help families take control of their financial lives – without taking unnecessary risks. SET for Advisors recruits, develops, and trains financial professionals who want to help families in their local communities become Set for College and Beyond. Our growing company encourages new talent to check us out: (www.mysetsolutions.com) We week Innovators in technology, Marketing and Operations. In addition, Seasoned Client Service Specialists (Financial Aid), Strategic Business Coaches (Financial & Planning), New Business Support Specialists among our Troy Michigan and Cleveland Ohio Offices.

Healthcare Finance Group, LLC ("HFG") was founded in 2000 and is one of the oldest national specialty finance lenders exclusively dedicated to providing debt to middle market healthcare companies. Today, HFG provides cash flow senior secured term loans and asset based revolving lines of credit for transactions ranging from $5 million to $500 million. Known for its healthcare expertise, excellence in execution and unparalleled quality client service, HFG custom-tailors its financing solutions to meet the specific needs of each client. HFG is a portfolio company of Fifth Street Finance Corp. (NASDAQ:FSC), one of the largest publicly-traded business development companies by market capitalization in the U.S. and a leading provider of comprehensive financing solutions to small and mid-sized companies.

At Secure Financial Group, our mission is to empower financial advisors to achieve their goals by providing innovative, comprehensive financial products and services. As a Secure Financial Group Partner, you will remain independent while gaining support and solutions to evolve your practice and grow your business. Our commitment to collaboration and transparency drives everything we do. By leveraging cutting-edge technology and a deep understanding of the financial industry, we strive to be the trusted partner that financial advisors turn to for comprehensive, customized solutions that help their clients achieve financial success. “We give financial advisors solutions that can help them get back to why they got into this business, which is to work with their clients and continue to evolve their practice and grow their business.” Bryan Spencer, CEO & President Aurora, Secure Asset Management and Secure Investors Group: Securities offered through Aurora Securities, Inc. (ASI), Member FINRA/SIPC. Advisory services offered through Secure Asset Management, LLC (SAM), a Registered Investment Advisor. Fixed insurance products offered through Secure Investors Group, Inc. (SIG). ASI, SAM and SIG are affiliated companies. http://brokercheck.finra.org.