An Independent Retirement, Social Security, Medicare, Long Term Care, Income Tax, and Estate Planning Firm. Serving clients since 1982.

Contact Us

Reviews

43 Years of Service to others.

Schedule A Call
Contact Us

Schedule a no obligation Complimentary Consultation with Fraser :

Calendly

I was fortunate to find Fraser as I was approaching full retirement after 33 years. From the first phone call months ahead of the actual day to today Fraser has guided me every step of the way to avoid losing money to taxes and investment mistakes. His patience and ability to make complicated issues easy to understand has been priceless to me and has given me the peace of mind I was looking for.

Thank you, Fraser!

Jeff L

Client

My wife and I have been working with Fraser Allport for around one year now. He assisted us as we navigated the transition from full time work to retirement. We have found him to be honest, personable, and knowledgeable. He was/is a master at asking insightful questions that helped us develop a personalized financial plan to meet our goals as well as to take action toward fulfilling our lifelong dreams..

Harold G

Client

Fraser has worked tirelessly for over a year to make sure everything was done correctly in order for me to retire. His attention to detail as well as his sincere caring relationship has given my wife and I a level of confidence we didn’t believe was possible. If you need someone to guide you through the pitfalls of retirement safely and in your best interest, Fraser is your man! I highly recommend him!

Brian R

Client

Read All Reviews
I was fortunate to find Fraser as I was approaching full retirement after 33 years. From the first phone call months ahead of the actual day to today Fraser has guided me every step of the way to avoid losing money to taxes and investment mistakes. His patience and ability to make complicated issues easy to understand has been priceless to me and has given me the peace of mind I was looking for.
Thank you, Fraser!

Jeff Lezark

Client

My wife and I have been working with Fraser Allport for around one year now. He assisted us as we navigated the transition from full time work to retirement. We have found him to be honest, personable, and knowledgeable. He was/is a master at asking insightful questions that helped us develop a personalized financial plan to meet our goals as well as to take action toward fulfilling our lifelong dreams..

Harold Green

Client

Fraser has worked tirelessly for over a year to make sure everything was done correctly in order for me to retire. His attention to detail as well as his sincere caring relationship has given my wife and I a level of confidence we didn’t believe was possible. If you need someone to guide you through the pitfalls of retirement safely and in your best interest, Fraser is your man! I highly recommend him!

Brian Rappaport

Client

Read All Reviews

Get In Touch

Fraser Allport

A seasoned Fiduciary with a diverse set of skills. Experience Matters.

43 Years of Excellence

“All Knowledge comes from Experience”

- Albert Einstein.

Explore

Retirement Help

Contact

Copyright © 2025 Fraser Allport. All rights reserved.

Fraser Allport is an Independent Fiduciary and the Owner of The Total Advisor, LLC, specializing in Retirement, Income Tax, and Estate Planning. Fraser also focuses on Social Security, Medicare, Long Term Care, and Home Health Care.