Fraser Allport - the Total Advisor
(50 Reviews)
Fraser is available to conduct seminars live or online on a variety of topics. From Total Money Planning, to Florida's DROP, and Corporate Financial Wellness, Fraser can present your group with solid financial information.
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Highlights
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Licensed
In Business Since 2010
Sentiment Analysis
We all became friends and later he assisted with my retirement roll-over account into a Security IRA, with a Lifetime Income Benefit Rider.
Fraser was a tremendous help to me during the planning of my retirement and when I actually retired in November 2019.
I really don't want to think where I would have ended up if I hadn't gotten a recommendation to Fraser by another.
Fraser is very knowledgeable and he has simplified and improveed my life.
His decades of experience in financial planning allowed him to not only educate us on tools, products and techniques to help us achieve our goals, but also to provide step-by-step guidance when needed.
Months ahead of the actual day to today Fraser has guided me every step of the way to avoid losing
Fraser was extremely helpful and patient in assisting with our Annuity, taking the time to explain and clarify all our questions.
Through thoughtful questioning and guidance, Fraser advised what was best for my particular situation and made certain I was in full agreement.
He helped me navigate through the process of finding affordable health care & determining whether retirement was possible.
Fraser is a true Fiduciary: He shepherds his Clients with a "Duty of Care", and builds long-term relationships based on mutual Trust and Respect.
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