An Independent Retirement, Social Security, Medicare, Income Tax, and Estate Planning Firm. Concierge Service since 1982.
Fraser’s Educational Workshops
Please schedule your no obligation Complimentary Workshop with Fraser at :
- Longevity Planning
- Estate Planning 101
- Income Tax Planning
- Retirement Prep’ 101
- Understanding Medicare
- Understanding Annuities
- Understanding ROTH IRA’s
- Understanding 403(b) Plans
- Understanding Social Security
- Continuing Education for CPAs
- Understanding Stocks & Bonds
- Understanding Your FRS DROP
- Understanding ROTH Conversions
- Understanding 457 Deferred Comp’
- Long Term Care vs. Home Health Care
- Understanding Cash Value Life Insurance
- Mutual Funds vs. Exchange Traded Funds
- Understanding Medicare Advantage Plans
- Retirement Strategies for Business Owners
- Understanding Medicare Supplement Plans
- Understanding Real Estate Investments Trusts
- Understanding Tax Deductible Retirement Plans
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 InformationThe Total Advisor, LLC is an Independent Retirement, Social Security, Medicare, Income Tax and Estate Planning Firm owned by Fraser Allport. Fraser Allport is not associated with The State of Florida. 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. 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, Income Tax and Estate Planning Firm
Concierge Service 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: [email protected]