Fraser Allport, Fiduciary, Offers Onsite Educational Workshops At A School, Facility, HOA, Senior Center Or Club

(MENAFN- EIN Presswire)

Serving Clients since 1982

Fraser Allport - 41 Years of Excellence.

Fraser Allport, Fiduciary, offers Onsite Educational Workshops at a School, Facility, HOA, Senior Center or Club.

All Knowledge comes from Experience.” - Albert EinsteinDAYTONA BEACH SHORES, FL, UNITED STATES, June 16, 2023/einpresswire.com / -- Fraser Allport is a fiduciary and Certified Estate Planner TM with 41 Years of Experience.

Fraser serves all of Florida.

Albert Einstein said that "All Knowledge comes from Experience.

Fraser Allport has been in Business for 5 Decades.
Experience Matters.

Schedule a no obligation Complimentary Consultation with Fraser Allport at , or simply call Fraser in Daytona Beach, FL
at 386.882.6256.

Fraser offers Phone, Zoom or In-Person consults.

Fraser also does Onsite Educational Workshops at a School, Facility, HOA, Senior Center or Club.

Fraser Allport's Services and Onsite Financial Education Workshops :

Medicare
Annuities
Tax Free Income
College Planning
retirement planning
Income Tax Planning
401(k) and 403(b) Plans
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
Tax Free benefits of Cash Value Life Insurance
Maximizing Social Security Claiming Strategies
Wealth and Tax Strategies for Business Owners
Financial Wellness in the Workplace for Employees and C-Suite

Fraser Allport is a Fiduciary and Certified Estate Planner TM with 41 Years of Experience serving all of Florida.

Fraser specializes in Retirement Planning, Social Security, Medicare, and Income Taxes and estate planning .

Fraser 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

To help people Get Smart with their Money, Fraser Allport offers an extensive Library of Educational Videos on his You Tube Channel.

Please see Fraser's YouTube Channel at :



Preparing for Health Insurance and Out of Pocket Medical Expenses as people age is an important part of Retirement Planning, which is why Fraser Allport is licensed in Medicare, Medicare Advantage, and Medicare Supplements.

See Fraser's Medicare Library at .

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 .

The finishing touch to every good Financial Plan is Estate Planning.

Fraser Allport is a Certified Estate Planner TM , and can help craft a lasting Estate Plan.

Leave A Legacy, not A Mess.

See Fraser's Estate Planning Services at :

Fraser's website also has a link to Google Reviews from his Clients.

Read what Fraser's Clients say about their experience with him.

Read Fraser's Client Google Reviews at :



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

Fraser gives his Clients Facts, Choices and the Law.

Fraser has been in Business for 41 Years.

Experience Matters.

41 Years of Relationships, Reliability, Resources, and Results.

“ 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
email us here
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Fraser Allport's Educational YouTube Videos

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