The High Cost of Bad Financial Advice

When you retire, it is wise for you to seek out the advice of Professionals to help you invest your DROP Lump Sum and other Assets, choose a Medicare Plan and your optimum Social Security start date, and “ Get Your House in Order ” with Estate Planning. Income Tax Planning is also important so that you do not needlessly over-pay your taxes. You seek out Professionals for every other big project in your Life, right ?

So WHO you choose to work with is critical to your financial future. Be a Good Steward of your finances, and seek out a Good Shepherd. Because the wrong advice can cost you dearly over the rest of your Lifetime. The High Cost of Bad Financial Advice could be that :

You overpay your Income Taxes.
You overpay for your Health Insurance.
You overpay your Social Security Taxes.
You have too much Risk in your Investments.
You fail to plan for Out of Pocket Medical Expenses.
You choose a Medicare Plan that is not right for you.
You pay lifetime penalties on Medicare Part B and Part D.
You leave behind a Mess instead of a Legacy when you die.
You overpay Investment Fees, which takes money out of
your pocket.
You make irrevocable mistakes in choosing your Social Security benefits.

My name is Fraser Allport

I have been Self-Employed in Financial Services for 42 Years.

I work for me, and for You.

My allegiance is to You.

Not some Big Company or Big Bank.

I am an Independent who runs my own Company,
so I can search the world to find you

The Best Ideas … for The Least Cost.

I am a Fiduciary, Investment Advisor, and Certified Estate Planner™ who specializes in the FRS DROP Plan, Social Security, Medicare, Income Taxes, and Estate Planning.

I have been in Financial Services for 42 Years.

I will be here when You need me.

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.