Fraser Allport, CEP®The Total Advisor, LLC
2 Oceans West Blvd
Daytona Beach Shores, FL 32118
Mobile: (386) 882-6256
Date Awarded: 08-2014
Fraser offers the following Services:
- Fraser is a Certified Estate Planner™ professional
- Health Insurance and Medicare choices
- Social Security and Retirement Planning
- Pro Bono Workshops on Estate Planning
- Specialist in Florida's DROP Retirement Plan
- Fee-Based Consulting and Discount Brokerage
- Comprehensive Planning for Business Owners
- IRA, Defined Benefit, 401k Retirement Plans
- Income Tax Reduction and Asset Protection
- Charitable Fundraising and Legacy Planning
- Financial Wellness Training for Employees
- Life Insurance, Annuity, Tax Free Income
- Investing for Safety and Lifetime Income
- "Risk & Beta Analysis" of Your Portfolio
- Final Expense and Critical Illness policies
- Long Term Care and Home Health Care Plans
For his clients nationwide, Fraser Allport is The Total Advisor™ specializing in Social Security, Medicare, Home Health Care, Retirement Planning, Estate Planning, Income Tax Reduction, Asset Protection, and “ Total Planning ” for individuals and business owners.
Born in Connecticut in 1959, Fraser graduated in 1982 from Georgetown University’s School of Foreign Service in Washington, D.C., where he studied Business, Finance, History, and Economics.
Fraser has been a self-employed entrepreneur since the day that he graduated from Georgetown, serving clients as an independent financial professional for more than three decades.
Fraser is the owner of The Total Advisor, LLC, a Retirement, Health Care, and Estate Planning Firm in Daytona Beach Shores, Florida. Fraser is also a Registered Investment Advisor, a Fiduciary for his clients, and a Certified Estate Planner™ who can educate you on matters such as Wills, Trusts, Financial and Medical Powers of Attorney, Living Wills, etc.
Fraser practices comprehensive, integrated, and holistic planning. Fraser’s 36 years of training, and experience in Financial Services, Economic History, and Global Markets have earned him the title of The Total Advisor™.
Fraser was privileged to serve as a former host with iHeartRadio. His years of experience give him the resources and capabilities to meet all your financial needs, both personal and business. Fraser’s goal is to shepherd and safeguard your money with his keen understanding of Global Markets, Risk, and History.