Fraser Allport, a fiduciary, publishes his special report: Why work with a fiduciary?

Fraser Allport, a fiduciary, publishes his special report: Why work with a fiduciary?

DAYTONA BEACH SHORES, FL, USA, December 11, 2022 /EINPresswire.com/ — Trustee is derived from the Latin word “Fiduciarius” in the 1630s.

The word means “to hold something in trust”, from the Latin fiduciarius “entrusted, held in trust”, from fiducia “trust, confidence, trust”; in law, “a deposit, a pledge, a guarantee”, from the root of fidere “to trust”. In Roman law, the fiducia was “a right transferred in trust”.

In short, a fiduciary is someone you trust.
Someone who is legally and ethically charged with serving your Best Interests.

An investor wants to work with a fiduciary because it’s your money that’s at stake.
Trustees are held to the highest legal and ethical standards.

Brokers are not trustees.
They are not held to the same standards as a fiduciary.

Please see this article on Trustees vs. Brokers:

https://twitter.com/fraserallport/status/1346624247339352064

Fraser Allport has been in business for 40 years.
He will be there when you need him.

Entrust your retirement to a seasoned professional.
Work with a trustee who is also independent.

Don’t settle for less.
Schedule your free consultation with Fraser Allport, a Trustee and Certified Estate Planner™ at:

www.calendly.com/fiduciaryadvisor

Because of his 40 years of knowledge and experience…Fraser Allport is “The Total Advisor™”, a trustee and DROP specialist.
As a fiduciary, Fraser focuses on capital security and guaranteed income for its clients. Retirement is about income: Getting monthly checks.

Remember the two golden rules of investing:

1) Don’t go it alone. Seek professional help.
2) It’s never too early to plan for retirement.

Fraser Allport can make learning about your money easy and interesting because a true trustee is a teacher, tutor, mentor, coach, and shepherd.
Schedule a free consultation with Fraser at: www.calendly.com/fiduciaryadvisor

It’s never too early to plan for retirement.
Your pre-retirement financial decisions will literally stay with you for the rest of your life.

Because of his 40 years of knowledge and experience…Fraser Allport is ‘The Total Advisor™’, an FRS DROP trustee and specialist.
For 40 years, Fraser has helped law enforcement, firefighters, teachers and FRS DROP members plan for their retirement. He can help you too.

All past Fraser FRS DROP articles are archived at:

https://specialist.fraserallport.com/the-drop-library/

https://medicare.fraserallport.com/medicare-library/

Fraser is a Certified Estate Planner™
See Fraser’s estate planning services at:

https://nicep.org/profile/fraser-allport-id-908

Fraser’s biography, services and references are at:

www.fraserallport.com

Watch Fraser’s videos on his YouTube channel:

https://www.youtube.com/channel/UCJIvncPq8Up5ptDiEUT3bJA

Follow Money and Markets on:

https://twitter.com/fraserallport

https://www.linkedin.com/in/fraserallport/

With 40 years of financial services knowledge, Fraser Allport can help you with all your FRS DROP, deferred compensation and 403b plans, income taxes, health insurance, social security and estate planning questions.

Client references are available to speak with upon request.

Be a good steward of your money.
Call Fraser, a finance professional with 40 years of experience.

You call a professional for every other project in your life, right?

Please see Fraser’s invitation for a free consultation to help you get started on your retirement plan.
Schedule your free consultation with Fraser Allport at: www.calendly.com/fiduciaryadvisor

Starting any project is the hardest part, but Fraser can help you with an action plan.
Simply schedule your free consultation with Fraser or call him in Florida at 386.882.6256.

Fraser can work in all 50 states.

Knowledgeable in all aspects of financial services, Fraser is the Total Advisor™.
An experienced and independent fiduciary for all your financial needs.

Fraser can help you with an ACTION PLAN below for retirement:

Fraser can help you with the very first steps you need to take to get out of your DROP.
Fraser can help you meet your DROP release form filing dates and deadlines.
Fraser can help you determine which forms are needed and help you complete them.
Fraser can help you make choices to invest your DROP Rollover money wisely.
Fraser can help you maximize your unused sick days and DROP vacation days.
Fraser can help you maximize your Social Security benefits for you and your spouse as well. Note: Social Security decisions are final after 12 months.
Fraser can help you with your choices for health insurance, health insurance, health insurance supplements, home care, and long-term care. Most SLDs happen 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 sync about retirement.
Fraser can help you reduce your income taxes in retirement. Don’t overpay your income taxes. What a waste of money. Pay the correct amount of taxes.
Fraser can help you with your estate and estate 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, living will, health care directives, final expenses, and more.
Fraser can help you with a home health care plan, personalized for you. Act now, while your health still qualifies. Home care is the future of long-term care.

These are big decisions for you…with very big consequences.
When you retire, you’re about to make some of the most important financial decisions of your life:

Social Security
Health Insurance
Estate planning
What to do with your DROP Lump Sum, IRA, 403b and deferred compensation accounts?

Be smart with your money, because it’s your nest egg.
Your retirement is at stake here. These are lifetime decisions.

It’s too late in life to lose money.
Invest wisely, and with a Trustee.

Prepare for retirement…and prepare for longevity.
Retirement is a matter of capital security and guaranteed income. Be safe and sleep well.9

Due to his knowledge and experience for 40 years …
Fraser Allport is… “The Total Advisor™”

Schedule your free consultation with Fraser Allport, a Trustee and Certified Estate Planner™ at:

www.calendly.com/fiduciaryadvisor

The Total Advisor, LLC is an independent pension, social security, health insurance, income tax and estate planning company owned by Fraser Allport. Investment advisory services are offered by Coppell Advisory Solutions, LLC, dba Fusion Capital Management, an SEC-registered investment adviser, doing business in the states where it is registered or excluded from registration.

Registration with the SEC does not constitute endorsement by the SEC and does not reflect the qualifications or capabilities of the Advisor. All investment strategies have the potential for profit or loss

Serving all of Florida, statewide.
Florida License # A 00 44 61 & L 09 47 754

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THE TOTAL ADVISOR
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