An Independent Retirement, Social Security, Medicare, Long Term Care, Income Tax, and Estate Planning Firm. Serving clients since 1982.
Fraser Allport – Fiduciary
Owner of
The Total Advisor, LLC ™
A Retirement, Social Security, Medicare, Long Term Care, Income Tax, and Estate Planning Firm
“ Smart Money … for Smart People ”
Serving Clients Since 1982
Schedule your no obligation Complimentary
Consultation with Fraser Allport at :
A Retirement, Social Security, Medicare, Income Tax,
Long Term Care and Estate Planning Firm
Fraser is the Owner of The Total Advisor, LLC, an Independent Retirement, Social Security, Medicare,
Long Term Care, Income Tax, and Estate Planning Firm in Daytona Beach, Florida.
Fraser also specializes in 401k, 403b, and 457 Deferred Compensation Plans, ROTH and Traditional IRAs, and Florida’s DROP. Fraser can also help you with your U.S. Government FERS and TSP.
Fraser’s holistic and integrated approach is “ Total Money Planning ” for Individuals and Business Owners. Like a puzzle, all your financial pieces need to be fully integrated.
Born in Connecticut in 1959, Fraser graduated in 1982 from Georgetown University’s School of Foreign Service in Washington, D.C., where he studied Business, History, and Economics.
Fraser has been a Self-Employed Business Owner since the day that he graduated from Georgetown, serving Clients as an Independent Financial Professional for five decades now.
Fraser is a Fiduciary for his Clients, and a Certified Estate Planner ™. Fraser can also help you with your Medicare and Social Security questions.
As a Certified Estate Planner ™, Fraser can provide education and assistance, together with your
Attorney, regarding your Will, Trust, Powers of Attorney, Living Will, Final Expenses and Legacy
Planning for loved ones and Charities.
Fraser’s 43 Years of Experience gives him the skills and resources to meet all your Financial Needs,
both Personal and Business. Fraser’s responsibility is to shepherd and safeguard your Money with
his veteran understanding of History, Economics, and Global Markets. Plus, Fraser is an Independent.
He only works for himself, and for You.
Fraser advises Clients on how to Retire with security and peace of mind. Fraser builds his Clients a
comprehensive “ Life Plan ” that includes Retirement, Social Security, Medicare, Long Term Care and
Home Health Care, Income Taxes, Estate Planning, Longevity Planning, the FRS DROP, and the U.S
Government’s FERS and TSP.
As a Fiduciary, Fraser’s Rule # 1 is simple : Protect your Principal, which will help to safeguard your
standard of living and Peace of Mind in your Retirement.
Please see Fraser’s Credentials,
Skills and Services at
Memberships
& Affiliations
Google Reviews
Fraser has achieved the prestigious “ National Social Security Professional” Certificate, and can help you with your Social Security questions and Claiming Strategies.
Fraser is also licensed in Medicare. He can help you with Medicare Supplements, Advantage Plans, and Prescription Drug Plans.
Fraser has volunteered as a mentor at The Women’s Business Center at the
Florida Institute of Technology in Melbourne, FL. He has also taught at The
Corporate and Community Training Institute at Indian River State College.
Fraser has taught “ Financial Wellness in the Workplace ” to Corporate
Executives, HR Managers, and Employees. His Courses are onsite and online.
Fraser is trained in educating Employees about their Finances. He provides
financial classes pro bono to Police Officers, Fire Fighters, EMS, Teachers,
Federal Employees, and those in the Florida DROP Retirement Plan.
He has also served as an Instructor at The Indian River Sheriff’s Office for
his “ Financial Wellness in The Workplace ” Course, and has worked with Law Enforcement and Firefighters his entire Career.
Fraser is a supporter of Florida Sheriffs Youth Ranches and Take Stock In Children, and has served as an Ambassador for Florida’s Guardian Ad Litem Program, which helps children at risk.
Schedule your no obligation Complimentary
Consultation with Fraser Allport at :
Fraser can help you with all of your Money questions,
problems and needs.
Fraser works Statewide in Florida, and can work in all 50 States.
“ For 43 Years … Fraser is The Professional that You Keep ”
Below Are The Topics That Fraser Teaches :
- Income Tax Planning : Are you needlessly overpaying your Income Taxes ?
- Estate Planning : Wills, Trusts, Powers of Attorney, Health Care Directives.
- Health Insurance, Medicare, Long Term Care, and Home Health Care.
- Protecting your Principal in today’s volatile Stock and Bond Markets.
- Fraser is a Specialist in the Florida Retirement System’s DROP Plan.
- Building a Retirement Portfolio for Safety, Income, and Longevity.
- Medicare, Medicare Supplemental, Prescription Drug Plans.
- 457 Deferred Compensation, 401(k) and 403(b) Plans.
- Fraser is a certified National Social Security Professional .
- Financial Wellness in The Workplace for Employees.
- Staying in your own home with Home Health Care.
- Understanding a ROTH IRA and ROTH Conversions.
- How to earn Tax Free Income in America today ?
- Why work with a Fiduciary instead of a Broker ?
- Comprehensive Planning for Business Owners.
- Your U.S. Government FERS and TSP.
Below Are The Topics That Fraser Teaches :
- Income Tax Planning : Are you needlessly overpaying your Income Taxes ?
- Estate Planning : Wills, Trusts, Powers of Attorney, Health Care Directives.
- Health Insurance, Medicare, Long Term Care, and Home Health Care.
- Protecting your Principal in today’s volatile Stock and Bond Markets.
- Fraser is a Specialist in the Florida Retirement System’s DROP Plan.
- Building a Retirement Portfolio for Safety, Income, and Longevity.
- Medicare, Medicare Supplemental, Prescription Drug Plans.
- 457 Deferred Compensation, 401(k) and 403(b) Plans.
- Fraser is a certified National Social Security Advisor ®.
- Understanding a ROTH IRA and ROTH Conversions.
- Financial Wellness in The Workplace for Employees.
- Staying in your own home with Home Health Care.
- How to earn Tax Free Income in America today ?
- Why work with a Fiduciary instead of a Broker ?
- Comprehensive Planning for Business Owners.
- Your U.S. Government FERS and TSP.
FRASER OFFERS THE FOLLOWING SERVICES :
- Medicare
- Annuities
- Traditional IRA
- Tax Free Income
- Longevity Planning
- Retirement Planning
- 403(b) and 401(k) Plans
- Medicare Advantage Plans
- Medicare Supplement Plans
- FRS DROP Retirement Plans
- ROTH and ROTH Conversions
- 457 Deferred Compensation Plans
- Fraser is a Certified Estate Planner ™
- Your U.S. Government FERS and TSP
- Risk and Fee Analysis of your Portfolio
- Long Term Care and Home Health Care
- Wealth Strategies for Business Owners
- Tax Deductible ERISA Retirement Plans
- Fraser is a National Social Security Advisor ®
- Tax Free benefits of Cash Value Life Insurance
- Maximizing Social Security Claiming Strategies
- Licensed by Florida’s DBPR to teach CE to CPAs
- Professionally Managed Stock and Bond Portfolios
- Women and Men have different Retirement Needs
- Financial Wellness Workshops for C Suite and Employees
Please watch Fraser’s Educational videos
on his YouTube channel at
Fraser has served his Clients for 5 Decades.
Fraser has always worked for himself, and for his Clients, not some
Big Company or Big Bank. The only name on Fraser’s business card is his.
Big Company or Big Bank. The only name on Fraser’s business card is his.
Please read Fraser’s Client reviews on Google. Fraser has built his Business
and lasting Client relationships on the Principles that he was raised on :
Be Honest and Work Hard.
Always Keep Your Word.
Finish What You Start.
Treat People Right.
After 43 Years in Financial Services, Fraser has either seen it, or done it,
or knows where to find it for you. As a Fiduciary who owns his Company,
Fraser has the skills, resources and freedom to find you the best
Investments available.
Schedule your no obligation Complimentary
Consultation with Fraser Allport at :
FRASER OFFERS THE FOLLOWING SERVICES :
- Medicare
- Annuities
- Traditional IRA
- Tax Free Income
- Longevity Planning
- Retirement Planning
- Income Tax Planning
- 403(b) and 401(k) Plans
- FRS DROP Retirement Plans
- Medicare Advantage Plans
- Medicare Supplement Plans
- ROTH and ROTH Conversions
- 457 Deferred Compensation Plans
- Your U.S. Government FERS and TSP
- Fraser is a Certified Estate Planner ™
- Tax Deductible ERISA Retirement Plans
- Wealth Strategies for Business Owners
- Long Term Care and Home Health Care
- Fraser is a National Social Security Professional
- Tax Free benefits of Cash Value Life Insurance
- Maximizing Social Security Claiming Strategies
- Women and Men have different Retirement Needs
Fraser has been in Business for 43 Years
He will be here when You need him.
Because of his knowledge and experience …
Fraser Allport is … The Total Professional ™
For all your financial needs.
Schedule your no obligation Complimentary
Consultation with Fraser Allport at :
FRASER ALLPORT - The Total Professional ™
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
- www.FraserAllport.com
- [email protected]
“ For 43 Years … Fraser is The Professional that You Keep ”
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.
Fraser has been serving his Clients since 1982 – 43 Years of Excellence. Florida License # A 00 44 61 and L 09 47 754
Fraser Allport
A seasoned Fiduciary with a diverse set of skills. Experience Matters.
43 Years of Excellence
“All Knowledge comes from Experience”
- Albert Einstein.
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. 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.
Copyright © 2025 Fraser Allport. All rights reserved.
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. Through Coppell Advisory Solutions, LLC dba Fusion Capital Management, an SEC , 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.
43 Years of Excellence
Experience Matters
“All Knowledge comes from Experience”
- Albert Einstein.