Alan Porter, CFF

An accomplished expert in financial fiduciary matters, Alan Porter guides his clients in reducing or eliminating their unnecessary taxes, fees, and debts as a SMART Adviser and owner at Strategic Wealth Strategies, which has been in operation since 2011. Through the company, he and his team of Certified Public Accountants, tax-focused attorneys, and other specialists utilize more than five decades of experience in the field to provide financial guidance, help set up tax-free retirement plans, and guarantee income for a lifetime, as well as protection for long-term care expenses. Backed by accrued experience in the industry, as well as a lengthy military career, Mr. Porter attributes his success at Strategic Wealth Strategies to his unwavering passion for educating individuals and offering assistance with their financial struggles, as well as the love and support of his wife, Ela.

Mr. Porter joined the U.S. Army in 1972, where remained and rose in the ranks to Chief Warrant Officer 4 up until his retirement in 1993. He then gravitated toward the real estate mortgage industry and was active in such positions as branch manager at Prime Mortgage Lending, Inc. Although he never foresaw that he would become a financial adviser, tragedy struck his family and steered him in that direction. His son, who had been fully disabled for three years, was still not earning disability benefits; upon hiring an attorney, the family was able to secure disability for his son in the summer of 2010. However, after that, his son’s wife was diagnosed with stage four pancreatic cancer and given six months to live—leading to devastation and financial panic, through which they became educated about life insurance benefits. It was a year after that when Mr. Porter’s daughter was diagnosed with breast cancer and bulging eye syndrome, leading to the need for eight transfusions—the last of which cost almost a quarter of a million dollars. Mr. Porter said they would’ve been financially bankrupt if it had not been for insurance products, and the firsthand experience has fueled his passion for what he does and helping others.  Prior to starting his company, he excelled as a manager loan officer at New American Mortgage from 2010 to 2012.

In addition to his primary responsibilities, Mr. Porter, a Certified Financial Fiduciary by the National Association of Certified Financial Fiduciaries, co-authored the books “13 Big Tax Mistakes That Cost Doctors Millions” and “15 Big Tax Mistakes Costing Business Owners Millions and, in 2021, authored “Wealth Beyond Taxes: How Healthcare Professionals are Using the Tax Code to Their Advantage to Generate More Income and Wealth.” In addition, he has lent his expertise in the field to more than 360 publications and is a dedicated member of the National Society of Financial Educators. Among his most notable achievements, he’s been most proud of speaking at Harvard University and appearing on all major networks, including his regular stint on Consumer News Networks and the Roku Network, which boasts an audience of 70 million viewers.

Looking ahead, Mr. Porter’s ultimate objective is to continue helping as many people as possible to mitigate their debts and taxes, establish a tax-free retirement plan, and safeguard their futures from the perils of retirement.