Your New Year’s Resolution

Your # 1 New Year’s Resolution

Get Your House In Order
with Estate Planning

Fraser Allport offers the following services:

Fraser is a Certified Estate Planner™ professional
Health Insurance and Medicare choices
Social Security and Retirement Planning
Pro Bono Workshops on Estate Planning
Specialist in Florida’s DROP Retirement Plan
Fee-Based Consulting and Discount Brokerage
Comprehensive Planning for Business Owners
IRA, Defined Benefit, 401k Retirement Plans Income
Tax Reduction and Asset Protection
Charitable Fundraising and Legacy Planning
Financial Wellness Training for Employees
Life Insurance, Annuity, Tax Free Income
Investing for Safety and Lifetime Income
“Risk & Beta Analysis” of Your Portfolio
Final Expense and Critical Illness policies
Long Term Care and Home Health Care Plans

For his clients nationwide, Fraser Allport is The Total Advisor™ specializing in Social Security, Medicare, Home Health Care, Retirement Planning, Estate Planning, Income Tax Reduction, Asset Protection, and “ Total Planning ” for individuals and business owners.

Born in Connecticut in 1959, Fraser graduated in 1982 from Georgetown University’s School of Foreign Service in Washington, D.C., where he studied Business, Finance, History, and Economics.

Fraser has been a self-employed entrepreneur since the day that he graduated from Georgetown, serving clients as an independent financial professional for more than three decades.

Fraser is the owner of The Total Advisor, LLC, a Retirement, Health Care, and Estate Planning Firm in Daytona Beach Shores, Florida. Fraser is also a Registered Investment Advisor, a Fiduciary for his clients, and a Certified Estate Planner™ who can educate you on matters such as Wills, Trusts, Financial and Medical Powers of Attorney, Living Wills, Final Expenses, and more.

Fraser practices comprehensive, integrated, and holistic planning. Fraser’s 40 Years of training and experience in Financial Services, Economic History, and Global Markets have earned him the title of The Total Advisor™.

Fraser was privileged to serve as a former host with iHeartRadio. His years of experience give him the resources and capabilities to meet all your financial needs, both personal and business. Fraser’s goal is to shepherd and safeguard your money with his keen understanding of Global Markets, Risk, and History.

Fraser Allport: Your Trusted Guide to a Secure Retirement

For over 42 years, Fraser Allport has been a leading financial professional in Florida, specializing in retirement planning. He's committed to helping individuals in Daytona Beach, Port Orange, Space Coast, and Palm Coast navigate the complexities of retirement with confidence.

Why Choose Fraser Allport?

* Proven Expertise: As a Fiduciary, Investment Advisor, and Certified Estate Planner™, Fraser brings a wealth of knowledge and experience to the table.
* Independent and Objective: Fraser works for you, not a big company or bank, ensuring unbiased advice.
* Comprehensive Services: From DROP planning and 401(k) rollovers to IRA strategies and estate planning, Fraser offers a full spectrum of services.
* Local Focus: He understands the unique needs of Florida residents, including those in Daytona Beach, Port Orange, Space Coast, and Palm Coast.

Specializing in DROP Planning

Fraser is a recognized Florida DROP Specialist. He helps clients navigate the intricacies of the Deferred Retirement Option Plan (DROP), maximizing their retirement savings. This includes:

* Optimizing un-used DROP sick and vacation days
* Developing a customized action plan for your DROP
* Ensuring you make informed decisions about your retirement funds

Beyond DROP: A Holistic Approach

Fraser's services extend beyond DROP, offering a comprehensive approach to retirement planning:

* Retirement Planning: Tailoring your retirement plan to achieve your goals, whether it's a 401(k) rollover, an inherited IRA, or choosing the best Roth IRA.
* Tax Minimization: Developing strategies to minimize your tax burden in retirement.
* Estate Planning: Creating a plan to protect your assets and ensure a smooth transition for your loved ones.
* Home Health Care: Developing a personalized plan for your home health care needs.
* Annuities and IRAs: Exploring these options to secure your financial future.