Social Security Income is Guaranteed for Life

 

Social Security benefits provide an income stream you can’t outlive, similar to an annuity. Your FRS Pension is also an annuity, offering guaranteed lifetime income.

 

Key Concerns for Retirees:

  1. Maintaining Standard of Living: Many Americans haven’t saved enough to maintain their standard of living in retirement. According to recent surveys, 40% worry they will outlive their savings, and 25% have no retirement savings at all​ (Clever Real Estate)​.
  2. Longevity and Medical Expenses: Advances in modern medicine mean longer lifespans, necessitating careful planning to cover out-of-pocket medical expenses not covered by Medicare and mitigate the risk of outliving your money.

 

 

About Fraser Allport

 

My name is Fraser Allport, and I have 42 years of experience in financial services. As an independent fiduciary, investment advisor, and certified estate planner, I specialize in DROP, Social Security, Medicare, and estate planning.

 

 

Contact Information:

 

Phone:

386.882.6256

Email:

retirement@fraserallport.com

Fraser offers complimentary consultations to help with your DROP, Social Security, Medicare, income tax, retirement, and estate planning questions.

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.

Get Your Free Consultation

Don't wait to secure your retirement. Contact Fraser Allport today at 386.882.6256 for a complimentary consultation.

Learn More Online

 Website:

www.fraserallport.com

 DROP Articles:

https://fraserallport.com/florida-drop-library/

 Estate Planning Services:

https://nicep.org/profile/fraser-allport-id-908

 Biography and Credentials:

www.fraserallport.com

 YouTube Channel:

https://www.youtube.com/channel/UCJIvncPq8Up5ptDiEUT3bJA

 

 Social Media:

 Twitter: https://twitter.com/fraserallport

 LinkedIn: https://www.linkedin.com/in/fraserallport/

 

 

Prepare for Retirement ...
and prepare for Longevity.

 

Because of his Knowledge and Experience for 42 Years ...

Fraser Allport is ... " The Total Advisor™ "

Be Smart with Your Money. Make certain you are

 

Contact Fraser today for your DROP Retirement Consultation