Fraser Allport’s Comprehensive Financial Services

Fraser Allport provides a wide range of financial services:

Certified Estate Planner™
Health Insurance and Medicare choices
Social Security and Retirement Planning
Pro Bono Workshops on Estate Planning
Specialist in Florida’s DROP Retirement Plan
Fee-Based Consulting and Discount Brokerage
Comprehensive Planning for Business Owners
IRA, Defined Benefit, 401k Retirement Plans
Income Tax Reduction and Asset Protection
Charitable Fundraising and Legacy Planning
Financial Wellness Training for Employees
Life Insurance, Annuity, Tax-Free Income
Investing for Safety and Lifetime Income
“Risk & Beta Analysis” of Your Portfolio
Final Expense and Critical Illness Policies
Long Term Care and Home Health Care Plans

Total Advisor™

Fraser Allport is The Total Advisor™, specializing in Social Security, Medicare, Home Health Care, Retirement Planning, Estate Planning, Income Tax Reduction, Asset Protection, and comprehensive planning for individuals and business owners.

About Fraser Allport

Fraser was born in Connecticut in 1959 and graduated from Georgetown University’s School of Foreign Service in 1982, where he studied Business, Finance, History, and Economics. He has been an independent financial professional for over three decades and is the owner of The Total Advisor, LLC, in Daytona Beach Shores, Florida.

Expertise and Services

Fraser is a Registered Investment Advisor, a Fiduciary, and a Certified Estate Planner™. He offers integrated and holistic planning with 42 years of experience in financial services, economic history, and global markets.
Media Presence

Fraser was a former host on iHeartRadio, bringing his extensive knowledge and resources to meet all financial needs, both personal and business.

Contact Information

Phone:

386.882.6256

Email:

retirement@fraserallport.com

Fraser Allport’s goal is to shepherd and safeguard your money with a keen understanding of global markets, risk, and history. Contact him today for a complimentary consultation.

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.