Alan Porter

ALAN PORTER

LIFE, HEALTH, ANNUITIES, SERIES 65, AUM, MASTER MENTOR, CFF

I am a retired Army Veteran with over 21 years of service. My Father, Grandfather, and Uncles have all served in the Military.  I have been married to my Wife Ella for 50 years. I have two grown children Todd, and Nicole and I have five grandchildren. I am the owner of STRATEGIC WEALTH STRATEGIES where I specialize in TAX-FREE Retirement, Protection for the Family, and Long-Term Care. I am a founding member of the AMERICAN TAX PLANNING INSTITUTE, where we emphasize TAX Savings and Planning, Asset Protection, Business Exit Strategies, Estate Planning, and Charitable Gifting. I am a Master Mentor of the Circle of Wealth Program. I have my Life and Health Insurance Licenses as well as my Series 65. I am a Nationally Certified Financial Fiduciary.

I have over 37 years of experience in Mortgage Banking, Real Estate, Insurance, and the Financial Services Industry. As a Fiduciary, I not only have a moral obligation to pursue the best interests of my clients, but I have a legal obligation also. I currently author Financial Articles for three magazines, speak at numerous functions across the United States, and at WEST POINT, where I was selected as Outstanding Speaker for the Leadership Conference there and most recently spoke at the HARVARD FACULTY CLUB in July of 2017. I am a member of various civic organizations. I have co-authored two International best-selling books book on Financial Leadership, and I have also co-authored two books on Tax Savings Strategies and just completed another book on WEALTH BEYOND TAXES. I have been quoted or published in over 320 publications across America. I have been interviewed on ESPN radio, and have been seen in or on

People ask me what I do, and I tell them it is not what I do but why I do it.  I was told one day I teach my clients to think outside the box. My goal is to educate my them on the financial strategies the wealthy and financial industries have been using for years. I want them to become their own bank, pay themselves instead of financial institutions. Protection of the family and the safety of your investment is my not only my Professional goal but my personal goal as well. It is my primary concern. I strive to understand what is in the hearts and minds of my client, not what is in his or her bank account. I ask question after question to find out the client’s goals and desires and what is important to them and their family and match that up with a Strategic Financial Strategy that will best suit the clients’ goals and desires!

Please note I have a team of people that I work with, including some of the top Tax Specific Attorneys and CPAs in America when it comes to the protection of your assets, business exit strategies, estate planning, charitable gifting, and tax planning and saving.

You must plan with the end in mind in whatever you do. We teach people to think outside the box of Conventional Planning.

I have people tell me all the time that their advisors manage all their tax strategies and financial planning. I let them know a couple of things. 1.  I ask them when was the last time your CPA, Attorney, or Financial Advisor gave you any pro-active advice? The answer most of the time is never or very little, it is all retroactive. 2.  I also let them know that I am not here to replace any advisors but to collaborate with them as a team to give the client the best possible service. You may have the greatest advisors in the world, but it is what they do not know that may end up costing you, hundreds of thousands and possibly millions of dollars in undue fees, taxes, and lost opportunity costs. There are over 77,000 pages in the tax code, but my team of advisors are the specialist in the areas I mentioned before. We collaborate with Doctors, successful Business Owners, and affluent clients across the United States.

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