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

Fraser’s Educational Workshops

Please schedule your Complimentary Workshop with Fraser at :

https://calendly.com/fiduciaryadvisor

  • Estate Planning 101
  • Retirement Prep’ 101
  • Understanding Medicare
  • Understanding Annuities
  • Investing in Mega-Trends
  • Understanding ROTH IRA’s
  • Understanding Social Security
  • Understanding Stocks & Bonds
  • Understanding Your FRS DROP
  • Understanding ROTH Conversions
  • Long Term Care vs. Home Health Care
  • Understanding Cash Value Life Insurance
  • Mutual Funds vs. Exchange Traded Funds
  • Understanding Medicare Advantage Plans
  • Retirement Strategies for Business Owners
  • Understanding Medicare Supplement Plans
  • Understanding Real Estate Investments Trusts
  • Understanding Tax Deductible Retirement Plans
  • Investing in Crypto Currencies and Crypto Stocks
  • Avoiding Losses and Financial Trauma in Retirement

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, 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

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