Fraser Allport, Fiduciary : Licensed in Medicare
Serving Clients since 1982
Preparing for
See Fraser’s
Easily schedule a no obligation Complimentary Consultation with
www.calendly.com/fiduciaryadvisor, or call Fraser at 386.882.6256
Fraser emphasizes holistic planning, integrating all aspects of a person’s finances into his “ Total Money Planning ” system.
A Fiduciary with 41 Years of Experience in
Fraser Allport’s entire suite of Services is at www.fraserallport.com
Fraser Allport’s Services and Onsite Financial Education Workshops
• Medicare
• Annuities
• College Planning
• Retirement Planning
• Income Tax Planning
• Investing in Mega-Trends
• Tele Health Medical Plans
• Medicare Advantage Plans
• Medicare Supplement Plans
• FRS DROP Retirement Plans
• ROTH and ROTH Conversions
• Real Estate Investments Trusts
• Long Term and Home Health Care
• Tax Deductible ERISA Retirement Plans
• Mutual Funds vs. Exchange Traded Funds
• Succession Strategies for Business Owners
• Tax Free benefits of
• Maximizing Social Security Claiming Strategies
• Wealth and Tax Strategies for Business Owners
• Deferred Compensation Plans. Qualified and Non-Qualified
• Financial Wellness in the Workplace for C Suite and Employees
• Licensed by Florida’s DBPR to teach Continuing Education to CPAs
• Fraser is a Certified Estate Planner ™. Leave A Legacy, or Leave A Mess
Work with an Independent Fiduciary.
Don’t settle for less.
After 41 Years in Business ... Fraser is a Trusted Authority.
Fraser is The Advisor that a person keeps for Life.
Work with an Independent Fiduciary like
Don’t settle for less.
And Experience Matters.
Fraser is Self-Employed.
He only works for himself and his Clients. Not some
Fraser also does Onsite Educational Workshops at a School, Facility, HOA, Senior Center or Club.
Fraser also offers one-on-one Phone, Zoom or In-Person private Consultations.
A person's Retirement will be better if they plan for it early, and seek professional advice.
The finishing touch to every good Financial Plan is Estate Planning.
Upon passing ... Leave A Legacy, not A Mess.
See Fraser's Estate Planning Services at :
https://nicep.org/profile/fraser-allport-id-908
After 41 years as an Independent Financial Advisor and Business Owner,
As a Fiduciary, Fraser's responsibility is to secure a person's Life’s work and Legacy.
Fraser's methodology is a comprehensive approach to integrating all aspects of a person's Financial Life into one holistic “ Life Plan ”.
The concept of complete “ Total Money Planning ” can help a person attain financial as well as psychological security and Wellness in Retirement.
The Goal is for a person to have true financial “ Peace of Mind ” in Retirement, where they don’t worry about their Money.
They spend and enjoy it, knowing that their Money and their Legacy are secure.
The psychological benefits of having financial Peace of Mind in Retirement are comforting and priceless.
It's all about Wellness in every facet of a person's Life.
Fraser's 5 Step “ Life & Legacy Plan ” is customized for each individual, based on their situation.
Like the four legs of a table as a sturdy foundation, Fraser focuses on four core areas of a person's Money :
Retirement Planning
Health Care Expenses
Income Tax
Estate Planning.
Taking diligent care of his Client's Money, their Health Care expenses, and their Legacy is what Fraser does as his Clients' financial shepherd.
In sum, Fraser's “ Life and Legacy Plan ” coordinates and then synergizes all of a person's Financial, Tax and Estate Planning issues, like spokes in a wheel.
So that a person can enjoy their Money, their Health, their Independence, and their Legacy, and not worry about them, or worse … lose them.
To utilize Fraser's 5 Step process to " Total Money Planning and Financial Wellness ", see :
Fraser’s 5 Step “ Total Money Planning System ” at https://www.fraserallport.com/my-seminars/
https://www.fraserallport.com/social-security/
" If a person gets smart with their Money, they will have more of it. " says Fraser.
To help people Get Smart with their Money,
Please see Fraser's YouTube Channel here :
https://www.youtube.com/channel/UCJIvncPq8Up5ptDiEUT3bJA/videos
For those who participate in the Florida Retirement System’s DROP Plan and Deferred Compensation Plans, see :
https://www.fraserallport.com/florida-drop-library/.
Fraser's website also has a link to Google Reviews from his Clients.
Read what Fraser's Clients say about their experience with him.
If a person Gets Smart with their Money … They will have more of it.
Fraser serves all of
Fraser has been in Business for 41 Years.
Experience Matters.
“ All Knowledge comes from Experience. ” -
FRASER L ALLPORT
THE TOTAL
+1 386-882-6256
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