A turnkey Retirement, Social Security, Medicare, Income Tax, and Estate Planning Firm. Concierge Service since 1982.
About Fraser Allport
Schedule a no obligation Complimentary Consultation with Fraser :
Fraser Allport – Fiduciary
The Total Advisor, LLC ™
A Retirement, Social Security, Medicare, Income Tax, and Estate Planning Firm
“ Smart Money … for Smart People ”
Serving Clients Since 1982
Office 386 256 7300
Mobile 386 882 6256
Retirement, Health Insurance, Income Tax Medicare,
Social Security and Estate Planning
“ Smart Money … for Smart Investors ”
For his Clients nationwide, Fraser Allport is “ The Total Advisor ”, specializing in Retirement and Estate Planning, plus Social Security, Medicare, and Health Insurance choices. Fraser also specializes in Income Tax Reduction and Deferred Compensation.
Fraser’s holistic and comprehensive approach is “ Total Money Planning ” for Individuals and Business Owners. Like a puzzle, all your financial pieces need to be fully integrated.
Born in Connecticut in 1959, Fraser graduated in 1982 from Georgetown University’s School of Foreign Service in Washington, D.C., where he studied Business, History, and Economics.
Fraser has been a Self-Employed Entrepreneur since the day that he graduated from Georgetown, serving Clients as an Independent Financial Professional for five decades now.
Fraser is the Owner of The Total Advisor, LLC, an Independent Retirement, Health Insurance, Income Tax and Estate Planning Firm in Daytona Beach, Florida. Fraser is an Investment Advisor Representative, a Fiduciary for his Clients, and a Certified Estate Planner ™. Fraser also specializes in Medicare and Social Security.
Fraser can provide education and assistance, together with your Attorney, with Wills, Trusts, Powers of Attorney, Living Wills, Final Expenses and IRS matters, etc. Fraser is also licensed by Florida’s DBPR to teach CE to CPAs.
Fraser’s 40 Years of Experience gives him the resources and capabilities to meet all your Financial Needs, both Personal and Business. Fraser’s responsibility is to shepherd and safeguard your Money with his veteran understanding of History, Economics, and Global Markets. Plus, Fraser is an Independent. He only works for himself, and for You.
Fraser advises Clients on how to Retire successfully, and plan for longevity. Fraser builds his Clients an integrated and holistic “ Life Plan ” that includes Retirement and Social Security Planning, Medicare and Health Insurance Planning, Income Tax Reduction, Estate Planning, and Deferred Compensation.
As an Investment Advisor and Fiduciary, Fraser’s Rule # 1 is simple : Protect your Principal, which will help to safeguard your standard of living and Peace of Mind in your Retirement.
Protecting Your Principal Is Fraser’s #1 Priority.
“ Be Safe And Smart With Your Money ”
Is Fraser’s Motto.
Fraser has volunteered as a mentor at www.weventure.com ( formerly The Women’s Business Center at the Florida Institute of Technology in Melbourne, FL. ) He has also taught at The Corporate and Community Training Institute at Indian River State College – www.irsc.edu.
Fraser prides himself on being an Educator.
Fraser has taught “ Financial Wellness in the Workplace “ to Corporate Executives, HR Managers, and Employees. Courses are onsite and online.
Fraser is trained in educating Employees about their Finances. He provides financial classes pro bono to Police Officers, Fire Fighters, EMS, and the Florida DROP Retirement Plan in his Mission to ” Save America’s Middle Class.” He has also served as an Instructor at The Indian River Sheriff’s Office for his “ Financial Wellness in The Workplace ” Course, and has worked with Law Enforcement his entire Career.
Fraser is also trained to help Employers educate their Employees about all of their Money Matters, including Debt Reduction. Less “ Money Stress ” has been linked to happier, more loyal and efficient Employees, who are therefore more productive Employees too. Employers offer Fraser’s Financial Wellness Courses to Employees to raise their productivity and morale.
Fraser is licensed by Florida’s Department of Business and Professional Regulation to teach Continuing Education courses to Certified Public Accountants.
Fraser is a supporter of Florida Sheriffs Youth Ranches (www.youthranches.org) and Take Stock In Children (www.takestockinchildren.org), and is honored to have served as an Ambassador for Florida’s Guardian Ad Litem Program, which helps children at risk. Fraser has done pro bono public speaking presentations to Corporations, Charities, Schools, Clubs, HOAs, and Non-Profits on how to increase Fundraising and Planned Giving.
As “ The Total Advisor ™ ”, Fraser provides comprehensive, integrated, and holistic “ Life Plans ” for his small Clientele.
See Fraser’s proprietary “ Total Money ” Planning system at :
Fraser can help you with all of your Money questions, problems and needs.
Fraser works Statewide in Florida, and can work in all 50 States.
Below Are The Topics That Fraser Teaches :
- Estate Planning : How to protect your Wealth in Lawsuit-Happy America ?
- Is your house in order ? Wills, Trusts, Powers of Attorney, and Living Wills.
- Income Tax Planning : Stop needlessly overpaying your Income Taxes.
- Health Insurance, Medicare, Long Term Care, and Home Health Care.
- Fraser is a Specialist in the Florida Retirement System’s DROP Plan.
- Protecting your Wealth in today’s volatile Stock and Bond Markets.
- Building a Retirement Portfolio for Safety, Income, and Longevity.
- Estate Planning : Are You Leaving a Legacy, or Leaving a Mess ?
- Licensed by Florida to teach Continuing Education to CPAs.
- Medicare, Medicare Supplemental, Prescription Drug Plans.
- How to maximize Social Security for you and your spouse.
- 457 Deferred Compensation, 401(k) and 403(b) Plans.
- Financial Wellness in The Workplace for Employees.
- Staying in your own home with Home Health Care.
- How to earn Tax Free Income in America today ?
- Why work with a Fiduciary instead of a Broker ?
- Comprehensive Planning for Business Owners.
Fraser has served his Clients for 5 Decades.
Fraser has always worked for himself, and for his Clients, not some
Big Company or Big Bank. The only name on Fraser’s business card is his.
Please watch Fraser’s Educational videos on his YouTube channel at
Please read Fraser’s Client reviews on Google. Fraser has built his Business and lasting Client relationships on the Principles that he was raised on :
Be Honest and Work Hard.
Always Keep Your Word.
Finish What You Start.
Treat People Right.
After 40 Years in Financial Services, Fraser has either seen it, or done it, or knows where to find it for you. As an Independent Financial Advisor and Fiduciary who owns his Company, Fraser has the resources and freedom resources to find you the best Investments available, and for the least cost.
Fraser has the independence, experience, and resources to help his Clients with any of their financial Needs and Goals, Personal or Business. Importantly, Fraser is an Independent. He only works for himself, and for You.
FRASER OFFERS THE FOLLOWING SERVICES :
- Fraser Allport is a Certified Estate Planner ™ who can help you with Wills, Trusts, Powers of Attorney, and a Living Will
- Specialist in Florida Retirement System’s DROP Plan
- Medicare, Long Term Care and Home Health Care
- Fee-Based Consulting and Discount Brokerage
- Life Insurance, Annuity, ROTH Tax Free Income
- 403(b) and 457 Deferred Compensation Plans
- Comprehensive Planning for Business Owners
- Complimentary Risk Analysis of your Portfolio
- Charitable Fundraising and Legacy Planning
- IRA, Defined Benefit, 401k Retirement Plans
- Final Expense and Critical Illness protection
- Income Tax Planning and Asset Protection
- Investing for Safety and Lifetime Income
- Tax Deductible ERISA Qualified Plans
- ROTH IRA and ROTH Conversions
Fraser gives his Clients a “ Lifetime Service Guarantee ”.
“ As long as I walk this Earth … I am here for you. Just call me. ”
Because of his knowledge and experience …
Fraser Allport is … The Total Advisor ™
For all your financial needs.
Smart Money … for Smart People.
See how Fraser can help you with your financial future at
Schedule your no obligation Complimentary Consultation with
Fraser at : www.calendly.com/fiduciaryadvisor
Office 386 256 7300
Mobile 386 882 6256
I have been Self-Employed in Financial Services for 39 years.
I will be here when you need me.
Serving Clients Since 1982.
2 Oceans West Blvd.
Daytona Beach Shores
Fraser can work in all 50 States.
A seasoned Fiduciary with a diverse set of skills.
Please see Fraser’s calendar below to schedule a no obligation Complimentary Consultation with him :