(386) 882-6256 info@fraserallport.com

Are you missing out on the facts you need to decide when and how to claim your Social Security benefits ?

  • Choosing when to apply for your Social Security, and how to maximize ” Spousal Benefits ” , will be one of the most significant financial decisions of your entire Life.
  • The financial consequences of when and how you choose Social Security benefits will be with you and your spouse for the rest of your lives. Literally.
  • Not knowing your legal rights and some basic knowledge about the Social Security program could result in reduced benefits for both you and your spouse.
  • You don’t want to reduce your Social Security income by mistake. Don’t make Lifetime Social Security choices based on incomplete information. It’s important that you find out what election choices The Law allows you and your Spouse.
  • Fraser Allport, a Fiduciary and Investment Advisor with 37 Years of Experience, offers you and your Spouse a Complimentary Report on how to maximize your joint Social Security benefits.
  • Call Fraser at 386.882.6256 for a Complimentary Consultation about your DROP, Retirement questions, and for your free
    ” Social Security Maximization Report. “

Fraser Allport is a Fiduciary, an Investment Advisor,
and a Certified Estate Planner ™ with 38 years of experience.
Fraser is an Independent, and the Owner.

Call Fraser Allport, your Florida DROP Specialist, at 386.882.6256 for your Complimentary Consultation
about your DROP, Social Security, Medicare, Income Tax, Retirement and Estate Planning questions.

Knowledgeable in every aspect of 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.

Please see all of Fraser’s DROP articles in his extensive DROP Library at.

www.fraserallport.com

  • 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 choices for wisely investing your DROP Rollover money.
  • Fraser can help you optimize your un-used DROP Sick Days and Vacation Days.
  • Fraser can help you maximize your Social Security benefits for you and also for your Spouse. Note: Social Security decisions are irrevocable after 12 months.
  • Fraser can help you with your Health Insurance, Medicare, Medicare Supplements Home and Long Term Care choices. Most Long-Term Care occurs in your Home.
  • Fraser can help you coordinate your Retirement Plans with your Spouse’s Retirement Plans. You and your Spouse want to be in synch about Retirement.
  • Fraser can help you reduce your Income Taxes in Retirement. This can save you a lot of money over the rest of your Life. Don’t over-pay your Income Taxes.
  • Fraser can help you with your Estate and Legacy Planning. Fraser is a Certified Estate Planner™. Leave A Legacy, not A Mess.
  • Fraser can help you Get Your House In Order with Wills, Trusts, Powers of Attorney, A 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 for You ... with really Big Consequences.

 

As You Retire, You are about to make some of the most important
financial decisions of Your entire Life : Social Security, Medicare,
Estate Planning, and what to do with Your DROP Lump Sum.

 

Be Smart with Your Money, because it’s Your Nest Egg.
Your Retirement is at stake here. These are Lifetime decisions.

 

Prepare for Retirement ...
and prepare for Longevity.

Be Smart with Your Money. Make certain you are "Retirement Ready." It's Your Money. For your complimentary phone consultation, call Fraser Allport, your Florida DROP Specialist, to answer all of your questions about your DROP and Lifetime Retirement Planning. (386) 882-6256

Fraser Allport 38 Years of Excellence