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12+

year of experience

About Us

Revealing the Blueprint for Financial Mastery

Creating a paradigm shift in people's thinking and beliefs of conventional financial planning in the way I help individuals reduce taxes, eliminate their debt, increase their spendable income, protect their assets, and produce tax-free income.

Tax Saving Strategies
Guaranteed Income
Tax Free Money
Health Care Savings
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Our Services

Risk Management

Retirement Risks Elimination

Tax Savings

Legacy Planning

Health Care Savings

Tax Saving Strategies

  • Reducing And Eliminating Debt
  • Becoming Tax-Free
  • Save Money On Legal Expenses
  • Save Money On Healthcare
Meet Alan Porter

Certified Financial Fiduciary

Alan Porter is a SMART Advisor and his team (Top CPAs, Tax Specific Attorneys, and other Specialists) that have over 5 decades of experience helping his clients rescue millions of dollars in unnecessary taxes, fees, and lost opportunity costs.

financial Guidance

He has the insight to provide the financial guidance needed to thrive in today’s world.

Financial Planning

He has the unique ability to create a paradigm shift in people’s thinking and changes their beliefs about Convention Financial Planning.

money
Alan Porter is a prolific public speaker

Speaking Engagements

Books

Contributed to a number of industry publications and published his book

Interviews

Interviews

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Happy Customers

$ k

Tax Savings

%

Tax-Free

staff members

our benefits

why choose us

I educate my clients on how to think outside the box and save as much in taxes as possible. My goal both professionally and personally is protection of your assets and your family.

Tax Free Money
Health Care Savings

Tax Saving Strategies

85%

Retirement Risks Elimination

95%

Risk Management

90%
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why choose image
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Podcasts

Alan Porter will provide financial tips to become debt free for life

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%

Tax Free

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Happy Customers

$ k

Tax Savings

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Contact Alan Porter

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