Don’t be upset or surprised, but you are going to die. Not today ( I hope ! ), but someday. And like most people, you probably do not have “ Your House in Order ”. But doing some simple Estate and Legacy Planning could help give you Peace of Mind about your finances and final affairs. Proper Planning will really help those most important to you : Spouse, Children, Church, Charity, and Alma Mater. Estate Planning is the ultimate in “ An ounce of prevention is worth a pound of cure. ” Remember : Tomorrow is Promised to No One.
Fraser Allport is a Fiduciary, an Investment Advisor, and a Certified Estate Planner™ with 37 years of experience in Financial Services. Fraser is an Independent, and the Firm’s Owner.
Please email Fraser below, or call Fraser at 386.882.6256 to discuss Wills, Trusts, Powers of Attorney, Health Care Directives, and Final Expense planning.
Call Fraser Allport, your Florida DROP Specialist, at 386.882.6256 for your Complimentary Consultation about your DROP, Social Security, Medicare, Tax, Retirement and Estate Planning questions.
After 37 Years in Financial Services, Fraser is The Total Advisor ™ – An experienced and independent Fiduciary for all your financial needs. Call Fraser for answers. It’s a Complimentary Consultation.
- Fraser can help you with the very first steps that you must take to exit your DROP.
- Fraser can help you meet the dates and deadlines for filing your DROP Exit forms.
- Fraser can help you determine what forms are needed, and help you complete them.
- Fraser can help you with independent choices for wisely investing your DROP Rollover money.
- Fraser can help you optimize your un-used Sick Days and Vacation Days in your DROP.
- Fraser can help you maximize your Social Security benefits for you and also for your Spouse.
- Fraser can help you with your Health Insurance, Medicare, and Long Term Care choices.
- Fraser can help you coordinate your Retirement Plans with your Spouse’s Retirement Plans.
- Fraser can help you reduce your Income Taxes in Retirement. This can save you a lot of money over the rest of your Life.
- Fraser can help you with your Estate and Legacy Planning. Fraser is a Certified Estate Planner™.
- Fraser can help you Get Your House In Order with Wills, Trusts, Powers of Attorney, Living Will, Health Care Directives, Final Expenses, etc.
- Fraser can help you with a Home Health Care Plan, customized for you. Act now, while your health still qualifies. Home Health Care is the future of Long Term Care.
Your DROP Plan is your Retirement Nest Egg.
Safeguard it by getting Smart with your Money.
Remember the two Golden Rules of Investing:
1) Don’t Go It Alone. Seek out Professional help.
2) It’s Never Too Early to Plan for Retirement. These are Big Decisions.
These are BIG Decisions
Be Smart with Your Money, because it’s Your Nest Egg and Your Health at stake here.
Make certain you are prepared for Retirement …
and prepared for Longevity if you are already Retired.
The Total Advisor, LLC is an Independent Retirement, Health Insurance, Tax and Estate Planning Firm owned by Fraser Allport. Fraser Allport is not associated with The State of Florida. Investment Advisory Services are offered through Coppell Advisory Solutions, LLC, dba Fusion Capital Management, an SEC Registered Investment Advisor. Florida License # A 004461. Please see full Disclosure at www.fraserallport.com.