Safe & Smart Money, LLC – A Registered Investment Advisory Firm – Owner
1880 82nd Avenue – Suite 202
Vero Beach, FL – 32966
Known as “ The Total Advisor™ ” to his Clients nationwide, Fraser Allport specializes in Retirement and Estate Planning, Income Tax Reduction, Business and Succession Planning, and Asset Protection. Born in Connecticut in 1959, Fraser graduated in 1982 from Georgetown University’s School of Foreign Service in Washington, D.C., where he studied Business, Finance, History, and Economics.
Fraser has been a Self-Employed Entrepreneur since the day that he graduated from Georgetown, serving Clients as an Independent Financial Professional for more than three decades. Fraser is the Owner of “Safe and Smart Money, LLC”, a Registered Investment Advisory Firm in Vero Beach, FL. Fraser is a Fiduciary for his Clients, and also a Certified Estate Planner ™.
Mr. Allport also advises Clients on The Global Markets : Stocks, Bonds, Interest Rates, Precious Metals, Oil and Energy, Commodities and Currencies. Mr. Allport uses a combination of Economic History, Technical Analysis, and Current Events to help his Clients navigate, and anticipate the Markets.
Rule # 1 : Don’t Lose A Client’s Money.
Fraser volunteers as a Mentor at the Women’s Business Center at the Florida Institute of Technology in Melbourne, FL. Fraser also teaches at The Corporate and Community Training Institute at Indian River State College. Fraser teaches ” Financial Wellness in The Workplace ” to Corporate Executives, HR Managers, and Employees, both onsite and online.
Fraser provides pro bono ” Financial Wellness Training ” to Police Officers and Fire Fighters across the country in his Mission to ” Save America’s Middle Class.” He currently serves as an Instructor at The Indian River Sheriff’s Office for his Financial Wellness in The Workplace ” Classes. Fraser is a Certified Corporate Wellness Specialist.™ Fraser also supports The Florida Sheriffs Youth Ranches, and is proud to serve as an Ambassador for Florida’s Guardian Ad Litem Program, which helps children at risk. Fraser does pro bono public speaking presentations to Charities, Churches, and Non-Profits on how to increase Fundraising.
Since 1982, Fraser has served his Clients as an Independent Financial Professional. Fraser has always worked for himself, not some Big Company or Big Bank. The only name on Fraser’s business card is his. Fraser lives in Vero Beach, and works with Clients all across the USA.
Fraser’s vast knowledge and experience in Financial Services, Economic History, and The Global Markets has earned him the title of “ The Total Advisor ” from his Clients across the United States. After 34 Years in Business, Fraser has the skills, experience, and Global Network to talk with his Clients about any of their financial Needs and Goals, Personal or Business. Call, Ask, and Get Answers.
After 34 Years in Financial Services, Fraser has either seen it, or done it, or knows where to find it for you. Fraser has been here for 34 Years. When you need him, he will be here for you too.
Fraser has built his Business on the principles with which he was raised :
Be Honest and Work Hard.
Keep Your Word.
Finish What You Start.
Treat People Right, and build lasting relationships.
Fraser lives in Vero Beach, and works in all 50 states.
You can reach Fraser at :
772 – 925 – 1601, or email@example.com
Please see how Fraser can help you with your Money at : www.FRASERALLPORT.com.
Mr. Allport has over 45 different websites covering a variety of financial topics.