Need help with Your DROP Paperwork ?

As you prepare to Retire …
You will have many decisions, deadlines, and forms.

Congratulations on your upcoming Retirement !

You are about to make some of the most significant and consequential decisions of Your entire Life.

You will need to make decisions about your DROP, Asset Allocations, Social Security, and Medicare (or your Health Insurance options if you are not yet Medicare eligible.)

Also, what are your choices with your DROP Lump Sum money when you Retire ?

And what to do about your IRA, 403b and 457 Plans, BENCORP, and your other Investments ?

Another big decision will be “ When should I start my Social Security “ ?

Should you start your Social Security when you retire, or wait until age 70 ?

And how does your Social Security check integrate with your DROP check ?

The Social Security system can be confusing, and your choice is with you for the rest of your Life !

Your Social Security election will be one of the most important financial decisions of your entire Life.

Yikes !

The entire process of Retiring can be confusing and intimidating.

Don’t be fearful, paralyzed, or procrastinate.
Killing Time is a Money Killer.

Just make wise decisions by seeking advice from a Professional with experience and credentials.

And make a Promise to Start Today.

Time flies. It is never too early to plan for your Retirement.

Start your Retirement Planning by calling a veteran Professional.

Be “ Retirement Ready “ !

Fraser Allport, a Florida DROP Specialist, can help you with your DROP and Retirement questions.

Fraser’s 42 Years of experience, and his expertise in DROP, give you guidance and Leadership.

If you are within 12 months of Retiring … NOW is the time to Start Planning Ahead, like a Wedding.

Call Fraser with your DROP, Social Security, Medicare, and Retirement questions.

Everyone’s situation is different, so Fraser will customize your Retirement Plan based on your situation. It is too late in Your Life to make financial mistakes.

So call a Financial Professional.

You call a Professional for every other project in Your Life, right ?

Please see Fraser’s invitation below for a Complimentary Consultation to help you start your Exit Plan to Retirement.

Just starting any Project is the hardest part, but Fraser can help shepherd you with a Plan of Action.

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.