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ALAN PORTER: Financial Planner Shares Out of the Box Legal Financial Strategies

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Alan Porter was a featured speaker at the annual thought leaders’ conference Business Expert Forum at the Harvard Faculty Club. These thought leaders include CEOs, dignitaries, professionals, best-selling authors, technical and medical experts from around the world. After being a Blackhawk helicopter pilot and instructor for 21 years, his career path took a dramatic change when he became a financial advisor. Porter has a passion for what he does because of what has happened to his family. At the age of 35, his son was diagnosed with a disabling disease and is now 100 percent disabled. Three years later, the wife of his son was diagnosed with stage four pancreatic cancer, which took her life a year later. Shortly thereafter; his daughter was diagnosed with breast cancer. “I was devastated,”he said. “You might think you are the healthiest person in the world, but you don’t know what is going to happen in the future.” During this time he embarked on a financial education journey. “I was like 99 percent of the people who thought that insurance was a death product and you had to die to take advantage of the payout. Wow, was I mistaken,” explained Porter. Porter teaches his clients how to protect themselves from catastrophic events and set them up with a tax-free retirement. “I teach my clients about legal financial strategies that some might consider out of the box,” he said. “I have crossed over into the terrain of the wealthy and powerful, and I guide clients on how to use legal obscure financial strategies. I broke the insider’s financial code and I’m out to share the secrets the wealthy and the financial institutions use to protect, retain and increase wealth. I want every one of my clients to become their personal bank to pay themselves instead of the banks.” Porter then challenged the attendees at the Harvard Faculty Club to take charge of their financial future and to protect yourself, your family and to leave a legacy and make a difference in this world.

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