A turnkey Retirement, Social Security, Health Insurance, Income Tax, and Estate Planning Firm. Concierge Service since 1982.
About Fraser Allport
Fraser Allport – Fiduciary
The Total Advisor, LLC ™
An Independent Firm for Retirement,
Health Insurance, Tax and Estate Planning
“ Smart Money … for Smart People ”
Serving Clients Since 1982
Office 386 256 7300
Mobile 386 882 6256
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 Asset Protection.
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 integrated. Fraser “ synergizes and harmonizes ” your Finances.
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 almost four decades now.
Fraser is the Owner of The Total Advisor, LLC, an Independent Retirement, Health Insurance, Tax and Estate Planning Firm in Daytona Beach, Florida. Fraser is also an Investment Advisor, a Fiduciary for his Clients, and a Certified Estate Planner ™.
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’s 39 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, Global Markets, and Human Nature.
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 Asset Protection.
As an Investment Advisor and Fiduciary, Mr. Allport’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 taught at The Corporate and Community Training Institute at Indian River State College – www.irsc.edu. Fraser is also a proud provider to both www.Embry-Riddle.com and www.Rollins.edu Perks Programs.
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 Our Military across the country 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.
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. Wise Employers offer Fraser’s Financial Wellness Courses to Employees to raise their efficiency and morale.
Fraser is licensed by Florida’s Department of Business and Professional Regulation to teach Continuing Education courses to Certified Public Accountants. ( www.ficpa.org )
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 Charities, Churches, Schools 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.
Fraser calls it : “ Total Money ” Planning.
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 :
- Asset Protection : How to protect your Wealth in Lawsuit-Happy America ?
- Is your house in order ? Wills, Trusts, Powers of Attorney, and Living Wills.
- Income Tax Reduction : Stop needlessly overpaying your Income Taxes !
- Health Insurance, Medicare, Long Term Care, and Home Health Care.
- Protecting your Wealth in today’s volatile Stock and Bond Markets.
- Fraser is a Specialist in the Florida Retirement System’s DROP Plan.
- Building a Retirement Portfolio for Safety, Income, and Longevity.
- Estate Planning : Are You leaving a Legacy, or Leaving a Mess ?
- Medicare, Medicare Supplemental, Prescription Drug Plans
- Licensed by Florida to teach Continuing Education to CPAs.
- How to maximize Social Security for you and your spouse.
- 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 as an Independent Financial Professional.
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.
Fraser lives in Daytona Beach, Florida. Fraser can work in all 50 States.
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 39 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 global resources to help his Clients with any of their financial Needs and Goals, Personal or Business.
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.
- Holistic Retirement Planning includes Social Security, Medicare, Health Insurance, Safety and Risk avoidance.
- Medicare, Long Term Care and Home Health Care
- Complimentary Risk Analysis of your Portfolio
- Fee-Based Consulting and Discount Brokerage
- Comprehensive Planning for Business Owners
- IRA, Defined Benefit, 401k Retirement Plans
- Income Tax Reduction and Asset Protection
- Charitable Fundraising and Legacy Planning
- Final Expense and Critical Illness protection
- Life Insurance, Annuity, Tax Free Income
- Investing for Safety and Lifetime Income
- Specialist in Florida Retirement System’s DROP Plan
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 …
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 :
Call Fraser for your Complimentary Phone Consultation
Office 386 256 7300
Mobile 386 882 6256