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We invite you to set a no-obligation, complimentary appointment to discuss safe money solutions that can bring you peace of mind in your retirement.
Listen to Brad’s Blog Talk Radio interview about Safe Money Matters
Brad Pistole | Retirement Planning Specialist
Brad Pistole is the CEO of Trinity Insurance and Financial Services, Inc. He Graduated with a B.S. in Education from Arkansas Tech University in 1993.Brad holds his Life and Health and P&C Licenses in Missouri and Arkansas. He is a member of the National Ethics Association, the Better Business Bureau, and the Ozark Chamber of Commerce.
Brad Pistole is the host of SAFE MONEY RADIO program airing weekly in Springfield, Missouri, and is recognized nationally as a member of Ed Slott’s Master Elite IRA Advisor Group. Brad is also a member of the Million Dollar Round Table (MDRT)- the premier association of financial professionals, and has been awarded TOP OF THE TABLE honors- the highest achievement with MDRT. Brad has also received the Gold Eagle Producers Award with American Equity Investment Life Insurance Company 8 years in a row. This is a rare achievement that less than 1% of 40,000 producers have accomplished nationwide. Brad was also recognized as a member of the PRESIDENTS CLUB with American Equity in 2015.
Brad assists clients with SAFE investments. He will show you how to use fixed annuities, SPIAs, life insurance, and other safe money investments to help you reduce, defer and even eliminate your taxes, with absolutely no risk of losing your hard earned money. And these investments will provide you and your family with income you will never outlive.
Brad Pistole’s Fox Business Articles
What We Offer
That’s why we make income planning our top priority at our firm. We help our clients establish a solid income plan guaranteed to last as long as they do. In other words, the income plans we prepare for our clients are guaranteed to “go the distance.” Even if that means they live to be 120 or older! They are guaranteed to always receive that monthly check.
If an income plan is the most important thing in retirement, peace of mind might be the second. Let us help you create and income strategy you can’t outlive so that you can enjoy retirement with confidence and certainty.
Did you know that Warren Buffett’s number one rule to investing is to never lose money? He also has a second rule and that is to never forget rule number one!
We specialize in helping our clients make asset protection and preservation their top priority. Many people underestimate the devastation of losses to their portfolio due to market declines and don’t realize how difficult it can be to rebuild an account.
Did you know that a loss of 25% requires a positive return of almost 34% just to get back to even? A 50% loss of your retirement account means you have to double your money (receive a 100% return) just to be whole again. Think about it. If you have $100,000 and lose 50%, you’re left with $50,000. Now you’re left with the unsurmountable task of going from $50,000 back to your original deposit of $100,000; a return of 100%. How long do you think that will take? Two years? Five years? Ten years or more? What if you experience additional losses in the process of trying to get back to even? What if you’re drawing income from this account? What kind of impact will that have?
We believe that the best way to make a dollar is to keep it. Retirement is a critical time and most retirees simply don’t have the time to recoup losses in their portfolios. Let us show you how we help our clients achieve a reasonable rate of return, in many cases averaging 4 to 6%, and without ever subjecting their retirement accounts to loss – guaranteed!
Because of the constantly changing estate tax laws and emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay current in this filed and advise clients on a day-to-day basis.
Contact our office today to schedule a one-on-one estate planning consultation.
Here are four things you can do with the money in your employer sponsored retirement plan:
- Leave the money where it is
- Take the cash (and pay taxes, plus a 10% tax penalty if you are younger than age 59 ½)
- Transfer the money to another employer-sponsored plan (if the plan allows)
- Roll the money over to a self-directed IRA
Let us help you determine if a rollover is the right move for you!