An Independent Retirement, Social Security, Medicare, Long Term Care, Income Tax, and Estate Planning Firm. Serving clients since 1982.
Fraser offers the following Financial Services:
Schedule a no obligation Complimentary Consultation with Fraser :
- Medicare
- Annuities
- Traditional IRA
- Tax Free Income
- Longevity Planning
- Income Tax 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
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