The Total Advisor, LLC™
An Independent Retirement, Health Care, and Estate Planning Firm
"Smart Money … for Smart People"
Serving Clients Since 1982
For his Clients nationwide, Fraser Allport is "The Total Advisor", specializing in Social Security, Medicare, Retirement Planning, Estate Planning, Income Tax Reduction, Asset Protection, and "Total Planning" for Individuals and Business Owners, including Debt Reduction.
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, Finance, History, and Economics.
Fraser has been a Self-Employed Entrepreneur since the day that he graduated from Georgetown, serving Clients as an Independent Financial Professional for more than three decades.
Fraser is the Owner of The Total Advisor, LLC, a Retirement, Health Care, and Estate Planning Firm in Daytona Beach Shores, Florida. Fraser is also a Registered Investment Advisor, a Fiduciary for his Clients, and a Certified Estate Planner™ who can help you with Wills, Trusts, Financial and Medical Powers of Attorney, Living Wills, etc.
Fraser practices comprehensive, integrated, and holistic planning. Fraser's long education, training, and experience in Financial Services, Economic History, and The Global Markets, have earned him the title of "The Total Advisor™".
Fraser's 36 Years of Experience gives him the resources and capabilities to meet all your Financial Needs, both Personal and Business. Fraser's Goal is to shepherd and safeguard your Money with his keen understanding of The Global Markets, Risk, and History.
Fraser advises Clients on how to Retire successfully, and plan for longevity. Fraser builds his Clients an integrated and holistic "Life Plan" that includes Retirement and Social Security Planning, Medicare and Health Care Planning, Income Tax Reduction, Estate Planning and Asset Protection.
As an Investment Advisor and Fiduciary, Mr. Allport's Rule #1 is simple: Protect your Principal, which will safeguard your standard of living and Peace of Mind.
Protecting your Principal is Fraser's #1 priority.
"Be Safe and Smart with Your Money" is Fraser's motto.
Fraser has volunteered as a Mentor at www.weventure.com (formerly The Women's Business Center at the Florida Institute of Technology in Melbourne, FL.) He has taught at The Corporate and Community Training Institute at Indian River State College – www.irsc.edu. Fraser is also a proud provider to both www.Embry-Riddle.com and www.Rollins.edu.
Fraser has taught "Financial Wellness in the Workplace" to Corporate Executives, HR Managers, and Employees. Courses are onsite and online.
Fraser is trained in educating Employees about their Finances. He has provided financial classes pro bono to Police Officers, Fire Fighters, EMS, and Our Military, across the country, in his Mission to "Save America's Middle Class." He has also served as an Instructor at The Indian River Sheriff's Office for his "Financial Wellness in The Workplace" Course.
Fraser is also trained to help Employers educate their Employees about all of their Money Matters, including Debt Reduction. Less "Money Stress" has been linked to happier and more loyal Employees, who are therefore more productive Employees too. Wise Employers offer Fraser's Financial Wellness Courses to Employees to raise their efficiency and morale.
Fraser is licensed by Florida's Department of Business and Professional Regulation to teach Continuing Education courses to Certified Public Accountants. Fraser is a member of Florida's Institute of Certified Public Accountants. (www.ficpa.org)
Fraser supports The Florida Sheriffs Youth Ranches, and is proud to have served as an Ambassador for Florida's Guardian Ad Litem Program, which helps Children At Risk. Fraser has done extensive pro bono public speaking presentations to Charities, Churches, Schools and Non-Profits on how to increase Fundraising and Planned Giving.
As "The Total Advisor™", Fraser provides comprehensive, integrated, and holistic "Life Plans" for his small Clientele.
Fraser can help you with all your Money questions, problems and needs.
Since 1982, Fraser has served his Clients as an Independent Financial Professional. 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. Fraser lives in Daytona Beach, Florida, and works with Clients all across the USA.
Fraser has built his Business and lasting Client relationships on the principles with which he was raised:
Be Honest and Work Hard.
Always Keep Your Word.
Finish What You Start.
Treat People Right.
After 36 Years in Financial Services, Fraser has either seen it, or done it, or knows where to find it for you. As an Independent Financial Advisor and Fiduciary, Fraser has the worldwide resources and contacts to find you the best Investments available, for the least cost.
Fraser has the skills, experience, and Global Network to help his Clients with any of their financial Needs and Goals, Personal or Business.