TOP 100 MAGAZINE

Alan Porter’s journey to becoming one of the nation’s most trusted financial strategists wasn’t scripted—it was forged through service, personal tragedy, and an unwavering commitment to protecting the financial futures of others. A retired Blackhawk helicopter instructor pilot with 21 years in the Army, Alan transitioned into real estate and mortgage lending before charting a course into financial strategy. Today, as the CEO and owner of Strategic Wealth Strategies, he leads a powerhouse team specializing in tax-free retirement solutions, ensuring that clients keep more of their hard-earned wealth.

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Alan’s mission is personal. When his daughter-in-law passed away from pancreatic cancer at just 39, his son—100% disabled—was saved from financial devastation by a little-known but powerful tool: the terminal illness rider on his wife’s life insurance policy. It granted her access to hundreds of thousands of tax-free dollars, lifting a crushing financial burden. That moment ignited Alan’s passion. “People don’t know these things, and they need to,” Alan shares.

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Alan has soared beyond traditional finance, earning certifications as a Certified Tax and Business Advisor, and a Certified Financial Fiduciary. He is a member of the prestigious Circle of Wealth, been published in over 1,168 publications, and was honored in Who’s Who in America in 2023 for Excellence in Financial Advice. He has spoken at West Point, Harvard, and on major media networks including ESPN, ABC, NBC, CBS, CW, and Fox.

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At Strategic Wealth Strategies, Alan and his team—comprising elite CPAs, tax attorneys, and financial specialists with over five decades of experience—operate on one principle: think beyond conventional financial planning.

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Alan’s insights are available now on Amazon in his bestselling book, Tax Free Retirement Solution. His message is clear: financial security isn’t about chasing market returns—it’s about strategy, protection, and taking control.