An Independent Retirement, Social Security, Medicare, Long Term Care, Income Tax, and Estate Planning Firm. Serving clients since 1982.

Fraser offers the following Financial Services:

Schedule a no obligation Complimentary Consultation with Fraser :

https://calendly.com/fiduciaryadvisor

Medicare
Annuities
Traditional IRA
Tax Free Income
Longevity Planning
Income Tax Planning
Retirement Planning
403(b) and 401(k) Plans
Medicare Advantage Plans
Medicare Supplement Plans
FRS DROP Retirement Plans
ROTH and ROTH Conversions
457 Deferred Compensation Plans

Fraser is a Certified Estate Planner ™
Your U.S. Government FERS and TSP
Risk and Fee Analysis of your Portfolio
Long Term Care and Home Health Care
Wealth Strategies for Business Owners
Tax Deductible ERISA Retirement Plans
Fraser is a National Social Security Advisor ®
Tax Free benefits of Cash Value Life Insurance
Maximizing Social Security Claiming Strategies
Licensed by Florida’s DBPR to teach CE to CPAs
Professionally Managed Stock and Bond Portfolios
Women and Men have different Retirement Needs
Financial Wellness Workshops for C Suite and Employees

A seasoned Fiduciary with a diverse set of skills.

Experience Matters.

Please see Fraser’s calendar below to schedule a no obligation Complimentary Consultation with him :

https://calendly.com/fiduciaryadvisor

Important Information

Fraser Allport is an Independent Fiduciary and the Owner of The Total Advisor, LLC, specializing in Retirement, Income Tax, and Estate Planning. Fraser also focuses on Social Security, Medicare, Long Term Care, and Home Health Care. Advisory services through Coppell Advisory Solutions, LLC dba Fusion Capital Management, an SEC registered investment advisor, transacting business in states where it is registered or excluded or exempted from registration. Fraser Allport is not associated with the State of Florida. SEC registration does not constitute an endorsement by the Commission and does not speak to Advisor's skill or ability. All investment strategies have the potential for profit or loss.

Florida License # A 00 44 61 and L 09 47 754

For further Disclosures, please click here.