Fraser Allport Launches Statewide Retirement and Estate Planning Services

DAYTONA BEACH, Fla. - April 19, 2025 - PRLog -- Daytona Beach Shores, FL – Fraser Allport, CEP®, an independent fiduciary and Certified Estate Planner™ with over four decades of experience, is expanding his full-service financial planning practice across the state of Florida. As founder of The Total Advisor™, LLC, Allport provides holistic, one-on-one planning for retirement, Social Security, tax strategies, Medicare, life insurance, and estate preservation.

Unlike traditional advisors who are tied to specific firms or products, Fraser operates as an independent fiduciary — meaning he works solely in the best interest of his clients, not financial institutions. His approach, known as Total Money Planning, integrates every aspect of a client's financial life into a cohesive, customized strategy.

"Experience matters. And when it comes to retirement, there are no do-overs," says Allport. "I educate first, advise second, and only sell when the solution makes sense for that person's specific situation."

Based in Daytona Beach Shores, Fraser Allport serves clients across all of Florida, including Volusia, Flagler, Orange, Seminole, and Osceola counties. His services are tailored for both individuals and small businesses, with specialized knowledge in:

• 401(k) rollovers and Roth IRA conversions
• Social Security and Medicare optimization
• Estate planning, Wills and Trusts
• Long-term care strategies and IUL
• Tax efficiency in retirement income
• DROP and TSP guidance for government employees

Fraser is also known for his educational outreach. He offers free financial wellness workshops for Florida businesses, government agencies, and law enforcement groups, as well as complimentary one-on-one consultations.

"People don't need more products. They need clarity," says Allport. "I'm here to simplify the complex, help clients reduce taxes, and generate income they can't outlive."

Clients who work with Fraser can expect direct communication — no assistants, no call centers, and no corporate red tape. Consultations are available via phone, Zoom, or in-person.

About Fraser Allport, CEP®
Fraser Allport is the Founder of The Total Advisor™, LLC, an independent financial services firm based in Daytona Beach Shores, FL. He is a Certified Estate Planner™ and Fiduciary with 43+ years of experience in holistic financial planning, retirement strategies, and client education.

For more information, visit www.fraserallport.com or call (386) 882-6256.