Fraser Allport

WORK HISTORY

EDUCATION

SKILLS

ABOUT FRASER ALLPORT

For his Clients nationwide, Fraser Allport is “ The Total Advisor ”, specializing in Social Security, Medicare, 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 Financial, Retirement, and Estate Planning Firm in Daytona Beach, Florida. “ The Total Advisor, LLC ”, is also an Independent Insurance Agency. Fraser is a Fiduciary for his Clients, and also a Certified Estate Planner™.Fraser advises Clients on how to Retire successfully. Fraser builds his Clients a holistic, integrated “ Life Plan ” that includes Retirement and Social Security Planning, Medicare and Health Care Planning, Income Tax Reduction, Estate Planning and Asset Protection. As an Investment Advisor and Fiduciary, Mr. Allport’s Rule # 1 is simple : Help protect a Client’s Money, which will therefore also protect the Client’s standard of living as well. Protecting your Principal is Fraser’s # 1 priority.Fraser has volunteered as a Mentor at “ We Venture ” ( formerly The Women’s Business Center ) at the Florida Institute of Technology in Melbourne, FL. Fraser has also taught at The Corporate and Community Training Institute at Indian River State College. Fraser taught “ Financial Wellness in the Workplace \" to Corporate Executives, HR Managers, and Employees, both onsite and online.