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Fraser Allport

Fraser Allport

A Fiduciary with 40 Years of Experience in Daytona Beach for All Your Financial Needs
Fraser Allport's Services and Onsite Financial Education Workshops

• Medicare
• Annuities
• 403(b) Plans
• 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
• Succession Strategies for Business Owners
• Tax Free benefits of Cash Value Life Insurance
• Maximizing Social Security Claiming Strategies
• Wealth and Tax Strategies for Business Owners
• Deferred Compensation Plans. Qualified and Non-Qualified
• Financial Wellness in the Workplacefor 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
• Long Term Care and Home HealthCare Plans

Call Fraser at 386.882.6256 for a no obligation Complimentary
Consultation, Onsite Workshop at your Office, Facility, HOA, Senior Center, School, Non-Profit Organization, Club, etc. Or easily schedule time to talk with Fraser at

Fraser has been in Business for 5 Decades. Experience Matters. Educational articles and videos at: " 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. SEC registration does not constitute an endorsement by the SEC and does not speak to an Advisor's skill or ability. All investment strategies have the potential for profit or loss. FL License # A004461 and L0947754.