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HomePress ReleaseEIN PresswireFraser Allport, Fiduciary, announces his " Total Money Planning " System

Fraser Allport, Fiduciary, announces his " Total Money Planning " System


Experience Matters.

Experience Matters

Serving Clients since 1982

Serving Clients since 1982
40 Years of Experience

” All Knowledge comes from Experience “
Fraser Allport, Fiduciary : 40 Years of Experience.
Experience Matters.”

— Albert Einstein

DAYTONA BEACH SHORES, FLORIDA, UNITED STATES, July 10, 2022 /EINPresswire.com/ — Fraser Allport is a Fiduciary with 40 Years of Experience serving all of Florida. Specializing in Retirement Planning, Social Security, Medicare, and Income Taxes.

Fraser Allport, a Fiduciary and Certified Estate Planner with 40 Years of Experience, is proud to announce his comprehensive Suite of Services at www.fraserallport.com. Work with an Independent Fiduciary. Don’t settle for less.

Fraser Allport specializes in Retirement and Estate Planning, Social Security, Medicare, and Income Taxes. Mr. Allport emphasizes holistic planning, integrating all aspects of a person’s finances into his “ Total Money Planning ” system. Fraser Allport’s entire suite of Services is at www.fraserallport.com

You can easily schedule your no obligation Complimentary Consultation with Fraser Allport using his online calendar at www.calendly.com/fiduciaryadvisor

To help you Get Smart with Your Money, Fraser Allport offers an extensive Library of Educational Videos on his You Tube Channel. Please see Fraser’s YouTube Channel at : https://www.youtube.com/channel/UCJIvncPq8Up5ptDiEUT3bJA/videos

Fraser Allport also specializes in the Florida Retirement System’s DROP Plan. For those who participate in the Florida Retirement System’s DROP Plan and Deferred Compensation Plans, you can watch Fraser’s Educational Videos at https://www.fraserallport.com/florida-drop-library/.

Preparing for Health Insurance and Out of Pocket Medical Expenses as you age is an important part of Retirement Planning, which is why Fraser Allport is licensed in Medicare, Medicare Advantage, and Medicare Supplements. Watch Fraser’s Medicare Videos at https://www.fraserallport.com/medicare-library/.

Social Security is also an integral part of Retirement Planning. Fraser Allport offers a no obligation Complimentary Consultation to help his Clients analyze their optimum Social Security claiming strategies at https://www.fraserallport.com/social-security/. Visit www.ssa.gov for more information.

The finishing touch to every good Financial Plan is Estate Planning. Fraser Allport is a Certified Estate Planner ™ , and can help you craft a lasting Estate Plan. When you pass … Leave A Legacy, not A Mess. Learn about Fraser’s 5 Step “ Total Money Planning System ” at https://www.fraserallport.com/my-seminars/

You can also subscribe to Fraser’s weekly Educational email at www.fraserallport.com

Fraser offers Phone, Zoom or In-Person consults. Fraser also does Onsite Educational Workshops at your School, Facility, HOA, Senior Center or Club.

You can schedule your no obligation Complimentary Consultation or Onsite Workshop with Fraser Allport at www.calendly.com/fiduciaryadvisor.

Get Smart with Your Money … and You’ll have more of it !

Fraser serves all of Florida, and can work in all 50 States.

Fraser has been in Business for 40 Years. Experience Matters.

“ All Knowledge comes from Experience. ” – Albert Einstein

The Total Advisor, LLC is an Independent Retirement, Health Insurance, Tax and Estate Planning Firm owned by Fraser Allport. Investment Advisory Services are offered through Coppell Advisory Solutions, LLC, dba Fusion Capital Management, an SEC Registered Investment Advisor, transacting business in States where it is registered or excluded from registration. FL. License # A004461 and L 09 47 754. SEC registration does not constitute an endorsement by the SEC, and does not speak to Advisor’s skill or ability. All investment strategies have the potential for profit or loss.

FRASER L ALLPORT
THE TOTAL ADVISOR, LLC
+1 386-882-6256
info@fraserallport.com

Fraser Allport’s Educational YouTube Videos





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