Alan Porter LIFE, HEALTH, ANNUITIES, SERIES 65, CF2

About Alan Porter LIFE, HEALTH, ANNUITIES, SERIES 65

ALAN PORTER
LIFE, HEALTH, ANNUITIES, SERIES 65, AUM, MASTER MENTOR, CFF
I am a retired Army Veteran with over 21 years of service.  I have been married to my Wife Ella for 46 years.  I have two grown children Todd, and Nicole and I have 5 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 emphasis TAX Savings and Planning, Asset Protection, Business Exit Strategies, Estate Planning, and Charitable Gifting.  I am 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 32 years’ 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, I have a legal obligation also.  I currently write Financial Articles for 3 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 2 books on Tax Savings Strategies and just completed another book on Strategic Financial Strategies.  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 ABC, FOX, NBC, CBS and The CW. 
 
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!