Once you retire … You will have many decisions, deadlines, and forms.
Navigating Retirement Decisions
You will face decisions about your DROP, Social Security, and Medicare (or your health insurance options if you are not yet Medicare eligible). Additionally, what are your choices with your DROP lump sum money when you retire? Furthermore, what should you do about your IRA, 403b plan, and other investments?
Important Financial Choices
Another big decision will be “When should I start my Social Security?” Should you start your Social Security at age 62, or wait until age 70? Understanding how your Social Security check integrates with your DROP check is crucial. The Social Security system can be confusing, and your choice will stay with you for the rest of your life. Your Social Security election will be one of the most important financial decisions of your entire life.
Planning for Retirement
Yikes! The entire process of retiring can be confusing and intimidating. Don’t be fearful or paralyzed. Instead, make wise decisions by seeking advice from a professional with experience and credentials. Make a promise to start today. Time flies. It is never too early to plan for your retirement. Start your retirement planning by calling a veteran professional so that you are “retirement ready.”
Expert Guidance
Fraser Allport, your Florida DROP Specialist, can help you with all of your DROP and retirement questions. Fraser’s 42 years of experience and his expertise in DROP are the guidance and leadership you need. Whether you have just started DROP, or you are about to retire, call Fraser with your DROP and retirement questions.
Customized Plans
Everyone’s situation is different, so Fraser will customize your retirement plan based on your unique circumstances. However, you cannot make financial mistakes at this stage in your life. Therefore, call a financial professional.
Complimentary Consultation
Please see Fraser’s invitation below for a complimentary 15-minute phone consultation to help you start your exit plan to retirement. Just starting any project is the hardest part, but Fraser can help shepherd you with a plan of action.
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.
Get Your Free Consultation
Don't wait to secure your retirement. Contact Fraser Allport today at 386.882.6256 for a complimentary consultation.
Learn More Online
Website:
DROP Articles:
https://fraserallport.com/florida-drop-library/
Estate Planning Services:
https://nicep.org/profile/fraser-allport-id-908
Biography and Credentials:
YouTube Channel:
https://www.youtube.com/channel/UCJIvncPq8Up5ptDiEUT3bJA
Social Media:
Twitter: https://twitter.com/fraserallport
LinkedIn: https://www.linkedin.com/in/fraserallport/
Prepare for Retirement ...
and prepare for Longevity.
Because of his Knowledge and Experience for 42 Years ...
Fraser Allport is ... " The Total Advisor™ "
