(386) 882-6256 info@fraserallport.com

The Total Advisor ™

Schedule a Complimentary Phone Consultation to see how Fraser can improve your Financial Wellness.
(386) 882-6256

The Total Advisor ™

Schedule a Complimentary Phone Consultation to see how Fraser can improve your Financial Wellness.
(386) 882-6256

The Total Advisor ™

Schedule a Complimentary Phone Consultation to see how Fraser can improve your Financial Wellness.
(386) 882-6256

The Total Advisor ™

Schedule a Complimentary Phone Consultation to see how Fraser can improve your Financial Wellness.
(386) 882-6256

The Total Advisor ™

Schedule a Complimentary Phone Consultation to see how Fraser can improve your Financial Wellness.
(386) 882-6256

The Total Advisor ™

Schedule a Complimentary Phone Consultation to see how Fraser can improve your Financial Wellness.
(386) 882-6256

The Total Advisor ™

Schedule a Complimentary Phone Consultation to see how Fraser can improve your Financial Wellness.
(386) 882-6256

The Total Advisor ™

Schedule a Complimentary Phone Consultation to see how Fraser can improve your Financial Wellness.
(386) 882-6256

The Total Advisor ™

Schedule a Complimentary Phone Consultation to see how Fraser can improve your Financial Wellness.
(386) 882-6256

The Total Advisor ™

Schedule a Complimentary Phone Consultation to see how Fraser can improve your Financial Wellness.
(386) 882-6256

The Total Advisor ™

Schedule a Complimentary Phone Consultation to see how Fraser can improve your Financial Wellness.
(386) 882-6256

The Total Advisor ™

Schedule a Complimentary Phone Consultation to see how Fraser can improve your Financial Wellness.
(386) 882-6256

The Total Advisor ™

Schedule a Complimentary Phone Consultation to see how Fraser can improve your Financial Wellness.
(386) 882-6256

The Total Advisor ™

Schedule a Complimentary Phone Consultation to see how Fraser can improve your Financial Wellness.
(386) 882-6256

Learn more about the different aspects of Florida’s DROP. Click on the informative articles below, then call Fraser Allport to set up your Complimentary Phone Consultation.

Estate Planning : Leaving A Legacy … or Leaving a Mess

Estate Planning : Leaving A Legacy … or Leaving a Mess

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.

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Understanding the Medicare Maze

Understanding the Medicare Maze

Medicare has strict rules, important deadlines, penalties, and a maze of choices. It can all be costly and confusing. You need to be an Educated Consumer and a Smart Shopper.

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How to plan for rising Health Care costs in Retirement

How to plan for rising Health Care costs in Retirement

Estimated cost for Health Care after age 65? Try $285,000 per couple in Assets needed today. It is estimated that the average couple will need $285,000 in today’s dollars for Medical Expenses in Retirement. That $ 285,000 does not even include Long Term Care and Home Health Care.

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What to expect in Your Retirement

What to expect in Your Retirement

Living Longer … Paying More … Getting Less … Uh Oh
What does Retirement look like in Our Lifetime ? Living Longer – According to Stanford University … This generation of Retirees needs to plan for possibly living 30 Years in Retirement.

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10 Tips for a Successful Retirement

10 Tips for a Successful Retirement

Fraser’s “ 10 Step System ” helps you take control of your finances, health, and well-being with a holistic approach, so that your Retirement is the best chapter in Your Life Story.

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Are You DROP Retirement Ready?

Are You DROP Retirement Ready?

Now that your participation in the Florida Retirement System’s “Deferred Retirement Option Program” (DROP) is ending, it’s time to decide how to take your DROP payment. Fraser Allport is a Specialist in the DROP Program.

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Need help with Your DROP Paperwork ?

Need help with Your DROP Paperwork ?

As you prepare to Retire ...You will have many decisions, deadlines, and forms.   Congratulations on your upcoming Retirement ! You are about to make some of the most significant and consequential decisions of Your entire Life. You will need to make...

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Medicare and Medicare Supplements

Medicare and Medicare Supplements

As you head into Retirement, You have three major decisions in front of you : What are your choices for your DROP Lump Sum money ? When should You start Social Security ? Can You utilize Spousal Strategies ?
What are your choices for Medicare and Medicare Supplements ?

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How to Invest Your DROP Lump Sum?

How to Invest Your DROP Lump Sum?

What Happens to Your DROP Lump Sum Money when You Retire ? With 37 Years of Experience in Financial Services, Fraser Allport can help you with all your DROP and Retirement needs.

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Don’t Lose Money in Retirement!

Don’t Lose Money in Retirement!

As you prepare to Retire, you are about to make some of the most significant and consequential financial decisions of your entire Life. Whether it be Social Security, Medicare, or where to invest your DROP Lump Sum…

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Caregiving for Your Loved Ones

Caregiving for Your Loved Ones

What happens when you cannot care for yourself, or for others, because you cannot perform at least two of the six Activities of Daily Living ? Medicare is not the answer, because Medicare does not pay for chronic illness.

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Will your Social Security benefits be taxed ?

Will your Social Security benefits be taxed ?

For many people, the answer is yes. But proactive planning before you retire could help you minimize Income Taxes on your retirement income. After years of planning for that perfect retirement, diligently investing your money, drawing up detailed budgets and wisely investing your assets, you still have one more big issue and expense: Income Taxes.

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Mutual Funds Have Risks

Mutual Funds Have Risks

A person tells me that they are going to invest their DROP into Mutual Funds. Then that person cannot answer how a Mutual Fund really works, or the Risks and Fees involved.

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Costly Medicare Mistakes

Costly Medicare Mistakes

Millions of seniors rely on Medicare in retirement, but if you’re not proactive, you could end up paying more for your health coverage and miss out on key benefits the program has to offer. Here are a few Medicare mistakes to avoid.

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Contact Fraser today for your DROP Retirement Consultation

Your DROP Plan is your Retirement Nest Egg.
Safeguard it by getting Smart with your Money.

Fraser Allport – The Total Advisor™

For All Your Financial Needs.

Smart Money, for Smart People