NTSA congratulates NTSA 2020 Elite Advisor Joseph Avallone for his outstanding, unique accomplishments. Avallone practices through NTSA Strategic Partner PlanMember in Winter Springs, FL.
Joseph Avallone began his career in the financial services industry in 1990. Twenty-nine years ago, Avallone founded Retirement Planning Associates, a small agency consisting of four representatives based in Orlando. Today, his goal of building a statewide organization has been realized and his firm has established itself as a leader in retirement planning for the educational community in Florida. Avallone has worked closely with their offices to ensure that all their employees are educated on how they can retire with confidence given their financial situation. He and his firm have been honored to sponsor and speak at school board retirement meetings, as well as meetings in which new educators are welcomed.
“We communicate with all of our clients monthly with our client management CRM program. We do turn-key planning from income planning to debt management. From the start, we try to educate our clients on saving for their retirement even if it is one paycheck at a time…it all adds up in the end!” says Avallone. “By adhering to a disciplined service model and active client interaction, I work with clients to construct personalized planning and investment strategies designed to help them realize a financially secure future,” he adds.
Through his partnership with USRP, BENCOR and PlanMember, Avallone provides the following services to employees of public schools, universities and nonprofit organizations: retirement planning, college planning, mutual funds, life insurance, approved 403(b) provider for public schools, pension analysis for public school employees, annuities, IRA/Roth IRA investments, 401(k)/403(b) rollovers and budget/debt consultation.
Avallone seeks to help others to grow as advisors as well. “I have brought on many young advisors straight from local colleges and universities that I have personally trained and mentored them in this business. They have developed their own book of business and have become very successful.” And he serves on the USRP Advisory Board and also has served on Elevate Orlando, a nonprofit organization that works with urban youth.
“Most of my business comes from referrals. I very much believe in treating people right and always doing the right thing! People always worry more about how much you care than how much you know. A combination of know-how and caring has been a winning recipe for both my partners and myself. My clients do appreciate how much I’m involved in helping them achieve their financial and retirement goals!”
2023 Elite Advisors
Note that nominations for the NTSA 2023 Elite Advisor Awards have now closed. The NTSA 2023 Terms & Conditions are available at https://www.ntsa-net.org/sites/ntsa-net.org/files/2022_EA_T_and_C_1.10.2021.pdf. Anonymously, the NTSA 2023 Elite Advisor Awards Judging Committee reviews all fully redacted nomination, application and affirmation data in September. NTSA 2023 Elite Advisor Awards honored nominees and then awardees are announced in October; they are honored in person at the NTSA 2023 Summit, held at the Grand Hyatt in Tampa, FL Feb. 26–28, 2023, at their Awards Luncheon on Monday, Feb. 27.
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