Recognized by the Missouri House of Representatives
Trinity insurance & Financial services
Contact Us
Get a FREE Consultation
(417) 581-9222
Subscribe to Brad’s Podcast here.
As Seen and Heard On
This following comment was made by our client, Kevin Lynch, from North Carolina. Kevin is a recently retired professor from the American College of Financial Services. Kevin has 23 different financial designations. This is what Kevin had to say about Brad’s video:
“I discovered Brad by reading his books, while I was preparing for retirement in 2023. I sent him a couple of e-mails after reading his books and after we connected, and after discussing FIAs with income riders, at length, I purchased my annuities through his company, Trinity Insurance & Financial Services, in Springfield MO. I highly recommend all the books Brad mentioned in this video, as well as his two books, ” Bullet Proof” and “Safe Money Matters.”
Brad was recently featured in the Wall Street Journal!
Check out his article here
The Wall Street Journal, February 15th, 2025
Brad spent the day with Glenn Beck at his studio in Texas in March 2025
Brad at the New York Stock Exchange
Brad had an amazing trip to New York with other top advisors from across the country. They experienced a private tour of the Wall Street trading floor.
Brad and Ed: Springfield Takeover
America’s IRA Expert, Ed Slott recently spoke to retirees in Springfield, MO on September 12, 2023.
There were more than 100 people who attended the event. Brad and Ed signed their books and answered questions from the attendees. Ed was also a guest on a special edition of the Safe Money Radio show and podcast with Brad Pistole. Ed Slott, CPA, speaks to consumers all across the country. He teaches them about his ALWAYS rules for retirement income planning.
‘Who Wants To Be a Millionaire’ with Economist Tom Hegna and Brad Pistole
Brad Interviews America’s IRA Expert, Ed Slott
America’s IRA Expert, Ed Slott, joins Brad Pistole on Safe Money Radio to talk about the updated tax laws that were signed into law with the Secure Act 2.0 on December 29, 2022.
Brad Interviews Social Security Expert, Heather Schreiber
Heather Schreiber (NSSA®) talks with Brad Pistole (CFF®, RICP®) about important Social Security tactics that thousands of retirees are running into.
Speaker and Retirement Researcher, Dr. Wade Pfau, with Brad at the 2024 Top Producer Summit Event.
World Renowned Economist, Tom Hegna, interviews Brad for an episode of Spotlight TV in NYC.
Heather Schreiber, Social Security Expert, smiling with Brad at the 2024 Top Producer Summit Event.
time to celebrate brad’s new book!
Services
Asset Protection
Family Legacy Planning
Extended Care Solutions
Retirement Income
Saturday 7:00 am & 3:00 pm
Sunday 7:00 am
Saturday 8:00 am
Sunday 8:00 am
Meet Brad Pistole
Brad Pistole has all the knowledge, education, credentials and experience you would want in a retirement planning advisor. What separates Brad from other professionals is his integrity, character, and genuine concern for his clients.
Brad Pistole — fully credentialed and ready to help
Brad Pistole & Trinity Insurance and Financial Services presented with a
prestigious proclamation from State Representative, Lynn Morris and the
Missouri House of Representatives for outstanding achievements
in the financial industry.
Proclamation by MO House of Representatives Presented to Brad Pistole
Rep. Lynn Morris Presenting the Proclamation to Brad Pistole
Find out how you can receive a FREE viewing of
THE BABY BOOMER DILEMMA
Safe Money Matters
Brad Pistole is the Amazon Best Selling Author of Safe Money Matters – an insightful look at what it means to experience a worry-free retirement. Brad masterfully lays out his retirement strategies that don’t lose value. Conquering the #1 fear of retirees, how to avoid the stock market ups and downs, and more.
Click here to listen to an exclusive interview with Brad and host, Vickie Winterton, on Expert Insights Radio.
Request a Free Copy of one of my books!
By submitting this form you agree to receive SMS from Trinity Insurance & Financial Services. Carrier and Data rates may apply. Message frequency may vary Reply STOP at any time to end messaging or Reply Help for more information or you can say any information entered on this page will not be used to initiate SMS, this statement must be shown on all the pages were there is a webform used for gathering phone numbers information.