Alan Porter is a SMART Advisor and his team has over 4 decades of experience helping Doctors, Medical Professionals, and business owners rescue hundreds of thousands of dollars in unnecessary taxes, fees, and lost opportunity cost. He has the insight to provide the financial guidance needed to thrive in today’s world. He has the unique ability to create a paradigm shift in people’s thinking and changes their beliefs of Convention Financial Planning. He operates his business just as a Doctor does asking question after question to find out what the client’s problems are and creating financial solutions to their financial problems, He has spoken at West Point and Harvard been published in over 320 publications across America and has been seen in or on ABC, CBS, NBC, FOX ,CW & CNTV.
He collaborates with top CPAs and tax specific Attorneys to share proven financial strategies that allow his clients to realize their full financial potential by ensuring the highest and best use of every dollar at work. His practice is process driven not product driven.
Executive producer & host of Consumer News TV, Gary Atencio says: "Alan has a wealth of knowledge & shares strategies that you simply will not hear from traditional advisors."
To request a free video explaining SMART Retirement or to schedule a phone call to see if you qualify, simply message Alan on LinkedIn or contact the office at 910-551-1046 or email email@example.com.