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

Fraser offers the following Financial Services:

  • Annuity
  • Medicare
  • Life Insurance
  • Precious Metals
  • Lifetime Income
  • Tax Free Income
  • Managed Money
  • Crypto Currencies
  • FRS DROP Specialist
  • Mega-Trend Investing
  • International Investing
  • Portfolio Risk Analysis
  • Exchange Traded Funds
  • LTC & Home Health Care
  • Health Care under age 65
  • Certified Estate Planner ™
  • Medicare Advantage Plans
  • Medicare Supplement Plans
  • Real Estate Investment Trusts
  • Part D Prescription Drug Plans
  • Dental and Disability Insurance
  • IRA, Defined Benefit, 401k Plans
  • Corporate Financial Wellness Training
  • Charitable Funding and Legacy Planning
  • Income Tax Reduction and Asset Protection
  • Fee-Based Advice :  Hourly rates or Project Fee
  • Certified in Social Security Maximization Strategies
  • Wealth Strategies for Seniors … from a fellow Senior
  • State-Certified to teach Continuing Educations to CPAs
  • Home Health Care Plans are the future of Long Term Care
  • Fraser’s proprietary and holistic Methodology / System  of   “ Total Money Planning ”
  • Wealth Strategies for Business Owners … from a Business Owner with 39 Years of experience

A seasoned Fiduciary with a diverse set of skills.

Experience Matters.

Please see Fraser’s calendar below to schedule a Complimentary Consultation with him :

https://calendly.com/fiduciaryadvisor

Important Information

The Total Advisor, LLC is a turnkey Retirement, Social Security, Health Insurance, 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 - 10AM - 5PM

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

Concierge Service since 1982.

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