An Independent Retirement, Social Security, Medicare, Long Term Care, Income Tax, and Estate Planning Firm. Serving clients since 1982.
Fraser’s Educational Workshops
Schedule a no obligation Complimentary Consultation with Fraser :
- Longevity Planning
- Estate Planning 101
- Income Tax Planning
- Retirement Prep’ 101
- Understanding Medicare
- Understanding Annuities
- Understanding ROTH IRA’s
- Understanding 403(b) Plans
- Understanding Social Security
- Continuing Education for CPAs
- Understanding Stocks & Bonds
- Understanding Your FRS DROP
- Understanding ROTH Conversions
- Understanding 457 Deferred Comp’
- Long Term Care vs. Home Health Care
- Understanding Cash Value Life Insurance
- Understanding Medicare Advantage Plans
- Retirement Strategies for Business Owners
- Understanding Medicare Supplement Plans
- Understanding Real Estate Investments Trusts
- Understanding Tax Deductible Retirement Plans
- Understanding Your U.S. Government FERS and TSP
A seasoned Fiduciary with a diverse set of skills.
Experience Matters.
Please see Fraser’s calendar below to schedule a no obligation Complimentary Consultation with him :
Important Information
Important InformationFraser Allport is an Independent Fiduciary and the Owner of The Total Advisor, LLC, specializing in Retirement, Income Tax, and Estate Planning. Fraser also focuses on Social Security, Medicare, Long Term Care, and Home Health Care. 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. Fraser Allport is not associated with the State of Florida. 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
An Independent Retirement, Social Security, Medicare, Long Term Care, Income Tax and Estate Planning Firm
Excellence since 1982.
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: retirement@fraserallport.com