A turnkey Retirement, Social Security, Medicare, Income Tax, and Estate Planning Firm. Concierge Service since 1982.

Fraser offers the following Financial Services:

Schedule a no obligation Complimentary Consultation with Fraser :

https://calendly.com/fiduciaryadvisor

  • Medicare
  • Annuities
  • Tax Free Income
  • College Planning
  • Retirement Planning
  • Income Tax Planning
  • 403(b) and 401(k) Plans
  • Investing in Mega-Trends
  • Tele Health Medical Plans
  • Medicare Advantage Plans
  • Medicare Supplement Plans
  • FRS DROP Retirement Plans
  • ROTH and ROTH Conversions
  • Real Estate Investments Trusts
  • Long Term Care and Home Health Care
  • Tax Deductible ERISA Retirement Plans
  • Mutual Funds vs. Exchange Traded Funds
  • Tax Free benefits of Cash Value Life Insurance
  • Maximizing Social Security Claiming Strategies
  • Wealth and Tax Strategies for Business Owners
  • Financial Wellness in the Workplace for C Suite and Employees
  • Deferred Compensation Plans. 457 Qualified and Non-Qualified
  • Licensed by Florida’s DBPR to teach Continuing Education to CPAs
  • Fraser is a Certified Estate Planner ™. Leave A Legacy, or Leave A Mess

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

The Total Advisor, LLC is a turnkey Retirement, Social Security, Medicare, Income Tax and Estate Planning Firm owned by Fraser Allport. Fraser Allport is not associated with The State of Florida. 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. 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.

Office Hours

Monday - Friday 10AM - 6PM
Saturday - By Appointment Only

Fraser Allport - The Total Advisor ™
A Fiduciary and Certified Estate Planner ™
Owner of The Total Advisor ™, LLC
A turnkey Retirement, Social Security, Medicare, Income Tax and Estate Planning Firm

Concierge Service since 1982.

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Our Location

The Total Advisor ™, LLC

2 Oceans West Blvd.
Daytona Beach Shores, FL. 32118-7941

Office: 386 - 256 - 7300
Mobile: 386 - 882 – 6256

Email: info@fraserallport.com