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Fraser Allport - The Total Advisor, LLC

49 reviews

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2 Oceans W Blvd, Daytona Beach Shores, FL 32118, USA Get Directions

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Service	Sub Service	Average Price Range (USD)
Retirement Planning	Pension Planning	$100 - $250 Call to Book
	Investment Planning	$150 - $300 Call to Book
	Social Security Optimization	$75 - $150 Call to Book
Medicare Assistance	Medicare Enrollment Guidance	$50 - $100 Call to Book
	Supplement Plan Assistance	$100 - $200 Call to Book
	Prescription Plan Guidance	$50 - $75 Call to Book
Estate Planning	Will Preparation	$200 - $500 Call to Book
	Trust Setup	$400 - $800 Call to Book
	Power of Attorney Documentation	$100 - $250 Call to Book
Debt Management	Debt Consolidation Advice	$100 - $200 Call to Book
	Budgeting Assistance	$50 - $100 Call to Book
	Credit Counseling	$75 - $150 Call to Book
Financial Education	Workshops & Seminars	$25 - $100 Call to Book
	Personal Financial Coaching	$100 - $250 Call to Book
	One-on-One Sessions	$75 - $175 Call to Book

ABOUT Services Excellence Summary

Fraser Allport, Self-Employed Financial Services, 42 Years. Fraser Allport offers his Clients a “Lifetime Service Guarantee”, so he will be there when you need him. Independent Fiduciary. Owner, The Total Advisor, LLC. Retirement, Income Tax, and Estate Planning. Social Security, Medicare, Long Term Care, Home Health Care. Advisory services through Coppell Advisory Solutions, LLC dba Fusion Capital Management, an SEC registered investment advisor, transacting business in states. where it is registered or excluded or exempted from registration. Fraser Allport is a not a representative of the State of Florida. SEC registration does not imply endorsement by the commission and does not indicate the Advisor’s proficiency or ability. All investment strategies have the capacity for a profit or loss.

SUMMARY Reviews Summary

Fraser Allport Rimors \n Fraser has been a genuine friend to most of his clients. They all feel lucky to have found him through someone's guidance. Despite the requirement for retirement advice, they have additional information, a connection, and a friend who will always assist. Fraser is concerned about his clients and provides them with a structured plan. Fraser has a strong spirit and is very personable. No one else is looking up, as he does, to see if he can find more services. For example, he is the only one who helps clients navigate the murky waters of Medicare. All of Fraser's customers who need help should contact his office for immediate assistance.