An Independent Retirement, Social Security, Medicare, Income Tax, and Estate Planning Firm. Concierge Service since 1982.
For 41 Years … Fraser is The Advisor that You Keep
Fraser has achieved the coveted “ National Social Security Advisor ® ” Certificate
It’s Too Late in Life to make Money Mistakes.
Get Smart with Your Money … and You will have more of it.
Fraser is the way it used to be.
Fraser is the way it’s supposed to be.
People with Money should enjoy it.
Stop needlessly over-paying your Income Taxes.
Are You Leaving A Legacy … or Leaving A Mess ?
Make certain that you are “ Retirement Ready ”.
Retirement Requirement : “ Know Your Numbers ”.
Ask about Fraser’s holistic “ Total Money Planning ”.
Fraser is a Certified Estate Planner™.
Spend your Money while You can.
These days … It’s the Medical Bills that will kill You.
Fraser can help you with Medicare at any age.
Good Medicare coverage in USA today costs.
Bad Medicare coverage in USA today costs more.
Expect and Plan for Out of Pocket Medical Expenses.
People with Money need to proactively manage it
Smart Money Starts Planning Early
Be A Lifetime Learner about Your Money. It pays Dividends
Fraser is an Educator
Knowledge from Experience.
Un-expected and Expensive Health Care costs are Your # 1 Worry
Do Estate Planning today. Tomorrow is promised to No One.
Get Proactive about Your Money. Knowledge is Power.
Live for today. Spend Your Money … Now.
When you work with an Independent Fiduciary like Fraser …
You will understand why.
Fraser Allport has been Self-Employed in Financial Services for 40 Years. Fraser offers his Clients a “ Lifetime Service Guarantee ”, so he will be there when you need him.
Certified Estate Planner™
What is Estate Planning? It is Planning for your Legacy, accumulating, preserving, and ultimately distributing your Assets. Are you Leaving A Legacy … or Leaving A Mess?
A Qualified, Experienced and Diverse Background
Fraser Allport is a Continuing Education Provider
Ask Fraser about his Estate Planning Services
Teaching Financial Wellness in the Workplace
Former iHeart Radio Host
Fraser’s YouTube Channel
View all of Fraser’s informative videos at his YouTube Channel.
Get helpful tips and information from Fraser’s Blog
A seasoned Fiduciary with a diverse set of skills.