An Independent Retirement, Social Security, Medicare, Long Term Care, Income Tax, and Estate Planning Firm. Serving clients since 1982.

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ANNUITIES

Provide a guaranteed source of
income for the ones that matter most.

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WHY GET AN ANNUITY?

Secure your financial future with an annuity, offering guaranteed income and peace of mind in retirement

Financial Security

Annuities can provide financial stability, helping you meet your retirement goals and protect against market fluctuations.

Guaranteed Income

Annuities provide a reliable stream of income, ensuring you won't outlive your savings in retirement.

Tax Advantages!

Annuities offer tax-deferred growth, potentially reducing your tax liability during your working years.

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MULTI-YEAR
ANNUITY

A MYGA, or Multi-Year Guaranteed Annuity, is a type of annuity that offers a guaranteed fixed interest rate for a set period of time, typically between three and ten years. It is often used as a low-risk investment option for those who are looking for guaranteed returns without the volatility of the stock market.
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FIXED INDEXED
ANNUITY

A fixed indexed annuity combines features of both fixed and indexed annuities, offering a minimum guaranteed interest rate along with the potential for higher returns based on the performance of a market index.

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WHY YOU
SHOULD CONSIDER AN IUL

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What My Clients Say

I was fortunate to find Fraser as I was approaching full retirement after 33 years. From the first phone call months ahead of the actual day to today Fraser has guided me every step of the way to avoid losing money to taxes and investment mistakes. His patience and ability to make complicated issues easy to understand has been priceless to me and has given me the peace of mind I was looking for.

Thank you, Fraser!

Jeff L

Client

My wife and I have been working with Fraser Allport for around one year now. He assisted us as we navigated the transition from full time work to retirement. We have found him to be honest, personable, and knowledgeable. He was/is a master at asking insightful questions that helped us develop a personalized financial plan to meet our goals as well as to take action toward fulfilling our lifelong dreams..

Harold G

Client

Fraser has worked tirelessly for over a year to make sure everything was done correctly in order for me to retire. His attention to detail as well as his sincere caring relationship has given my wife and I a level of confidence we didn’t believe was possible. If you need someone to guide you through the pitfalls of retirement safely and in your best interest, Fraser is your man! I highly recommend him!

Brian R

Client

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PLAN FOR YOUR FINANCIAL FUTURE

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Schedule a free consultation with us today to see how we can help you with your tomorrow!

FREQUENTLY ASKED

Get the answers to your questions!

How do annuities work?

Annuities are financial products that offer a reliable source of retirement income, allowing you to make a lump sum payment or a series of payments to an insurance company, which then invests the funds on your behalf and provides regular income payments either immediately or at a deferred future date, providing financial security, stability, and peace of mind for consumers looking to plan for their retirement years.

What type of annuity is best?

The best type of annuity depends on your individual financial goals, risk tolerance, and retirement needs. There are various types of annuities, including fixed annuities, variable annuities, indexed annuities, immediate annuities, and deferred annuities, each with its own features and benefits. It’s essential to work with a qualified financial professional who can assess your unique circumstances and help you choose the annuity type that aligns with your specific needs, providing you with a personalized retirement income solution that best fits your financial situation.

How do I get a quote for an annuity?
As a client of Fraser Allport you can simply reach out to him to request a quote for an annuity. Jacob will take into account your individual financial needs and goals, leveraging his expertise in annuities to provide you with a personalized quote that aligns with your retirement plans. He will guide you through the process, helping you understand the features and costs of different annuity options, and assist you in making an informed decision that best suits your unique financial situation.

START YOUR JOURNEY TO Lifetime Income

Fraser Allport

A seasoned Fiduciary with a diverse set of skills. Experience Matters.

43 Years of Excellence

“All Knowledge comes from Experience”

- Albert Einstein.

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Fraser 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.