Fraser Allport, NSSA® Advisor · Ormond Beach, FL
Fraser Allport
Accredited Investment Fiduciary, The Total Advisor, LLC
Professional Profile
Fraser Allport is the Owner of The Total Advisor, LLC, based in Daytona Beach, Florida. With 44 years of experience, Fraser has established himself as a specialist in Retirement, Social Security, Medicare, Long-Term Care, Income Tax, and Estate Planning.
Fraser Allport has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.
Fraser is an Accredited Investment Fiduciary®, Certified Plan Fiduciary Advisor ®, and Certified Estate Planner™. His depth of knowledge highlights his commitment to providing Clients with tailored advice that aligns with their unique financial goals.
Since 1982, Fraser has been dedicated to empowering individuals and families to secure their financial futures through strategic planning and informed decision-making.
Be proactive about your financial future. Schedule a consultation with Fraser today at www.calendly.com/fiduciaryadvisor and discover how his expertise can benefit you and your loved ones.
Disclosure
Disclosure : Fraser Allport is an Accredited Investment Fiduciary ® and Certified Estate Planner ™. Fraser is the Owner of The Total Advisor, LLC, specializing in Retirement, Income Tax and Estate Planning. Fraser also has expertise in Social Security, Medicare, Long Term Care, Life Insurance and Annuities. Fraser’s Florida license numbers are A 00 44 61 and L 09 47 754. Fraser Allport is also an Independent Advisor Representative of Sequent Planning, LLC, a Registered Investment Advisor (RIA ). Financial Planning and Investment Advisory services are offered through Sequent Planning, LLC, a Registered Investment Advisor ( RIA ). The Total Advisor, LLC is not a registered financial services company and is independent from Sequent Planning. Advisors are registered with Sequent Planning as Independent Contractors and not employees of Sequent. Insurance products, Legal, Tax, and Accounting advice are not offered through Sequent Planning.
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