Fraser’s Financial Services Overview

Fraser Allport – Fiduciary

Owner of The Total Advisor, LLC

For All Your Financial Needs

Fraser Allport is a Fiduciary and Certified Estate Planner ™ with 40 Years of Experience.

Fraser can help answer your DROP, Def. Comp.,
403b, Social Security and Medicare questions.

Schedule your no obligation Complimentary Consultation with Fraser Allport, specializing in Retirement, Medicare, Tax and Estate Planning, and Deferred Compensation at :

www.calendly.com/fiduciaryadvisor

Or Call Fraser at 386.882.6256

Fraser’s Services:

• Medicare
• Annuities
• Tax Free Income
• College Planning
• Retirement Planning
• Income Tax Planning
• 403(b) and 401(k) Plans
• Investing in Mega-Trends
• Tele Health Medical Plans
• Medicare Advantage Plans
• Medicare Supplement Plans
• FRS DROP Retirement Plans
• ROTH and ROTH Conversions
• Real Estate Investments Trusts
• Long Term Care and Home Health Care
• Tax Deductible ERISA Retirement Plans
• Mutual Funds vs. Exchange Traded Funds
• Tax Free benefits of Cash Value Life Insurance
• Maximizing Social Security Claiming Strategies
• Wealth and Tax Strategies for Business Owners
• Financial Wellness in the Workplace for C Suite and Employees
• Deferred Compensation Plans. 457 Qualified and Non-Qualified
• Licensed by Florida’s DBPR to teach Continuing Education to CPAs
• Fraser is a Certified Estate Planner ™. Leave A Legacy,
  or Leave A Mess

Fraser Allport is a DROP, 403b and Def. Comp’ Specialist. He is a Fiduciary, and Certified Estate Planner ™ with 40 Years of Experience.

Fraser has been in Business for 5 Decades.

Experience Matters.

Your Retirement will depend on how much planning you put into it.

It is never too early to plan for your Retirement.

Schedule your no obligation Complimentary Consultation with Fraser Allport, specializing in Retirement, Medicare, Tax and Estate Planning, and Deferred Compensation at :

www.calendly.com/fiduciaryadvisor