Retirement Requirement : “Know Your Numbers” -Fraser Allport

If You are within 5 years of Retiring … it is time to start planning for the next chapter in Your Life.

The Years fly by as we get older. 60 months goes fast.

Think about it : People plan vacations and weddings years in advance.

But when it comes to retiring from DROP … most participants plan a few months in advance.

Retirement Rule # 1 : It’s never too early to plan for your Retirement.

The sooner that you start planning … the sooner that you can work on reducing your stress and debt.

Instead of worrying about Retirement … Put that energy into starting a bona fide Retirement Plan now.

Enjoying a comfortable Retirement all starts with “ Knowing Your Numbers ”.

You need to know how much Money will be coming In, and what your Expenses will be going Out.

Retirement Planning is actually very simple : What’s coming In versus What’s going Out ?

How can a person possibly Retire without knowing these numbers ?

You don’t know where you stand each month with your Money – a budget surplus, or a deficit ?

Are you going to be OK in Retirement, or will you need a Part-Time job ?

Not Knowing Your Numbers is like driving around without a gas gauge !

It’s Common Sense : The more that you proactively manage your Money … it is likely that you will have more of it.

I have been in Financial Services for 42 Years, and I specialize in DROP, Medicare, and Social Security.

I can help you make sense of Retirement. I have a proven System with 42 Years of Experience.

But it all starts with you : Nobody can care more about Your Money than YOU.

1^st Rule of Retirement Planning : Start Early, Get Proactive, and “ Know Your Numbers ”.

Start planning now … so that your Retirement is planned, peaceful and prosperous.

And the sooner that you start … the better off you will be.

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.