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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. 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 about Convention Financial Planning.

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.

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I hate taxes, and so should you. Now, it is time to stop hating and do something about it. Get pro-active advice, NOT reactive!
To request a free video explaining SMART Retirement, Debt Elimination, becoming your own bank, eliminating the EFFECTIVE INTEREST COST you pay on the money you borrow, or to find out about the best TAX-CODE APPROVED, TAX-FREE retirement financial vehicle today schedule a phone call to see if you qualify, message Alan on LinkedIn or contact the office at 910-551-1046 or

It is time to think outside the box of Conventional Financial Planning!


I'm always looking for new and exciting opportunities. Let's connect.


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