Different Types of Plans and Investments - Strategic Wealth Strategies

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 and CW.