THE TOTAL ADVISOR
About
38 Years of Experience and Results. www.fraserallport.com
Being Self-Employed gives me the independence and freedom to work only for me, and My Clients. I can search the world to find My Clients the best investments, and for the least cost.
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Frequently asked questions
What is your typical process for working with a new customer?
After 38 Years in Financial Services ... I have a comprehensive 10 Point Planning System for a holistic and integrated Life Plan.
After four decades as a self-employed Business Owner, I have seen and done it all. Because of this Experience, my Practice is able to offer Clients " One Stop Shopping ".
I am also a Certified Estate Planner. Leave A Legacy, not A Mess.
What education and/or training do you have that relates to your work?
Georgetown University School of Foreign Service 1978-1982
Certified Estate Planner
State-Certified CE Instructor