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Brad Pistole | Retirement Planning Specialist
Brad Pistole, a Certified Financial Fiduciary® (CFF), graduated with a Bachelor of Science in Education from Arkansas Tech University in 1993. He holds his Life and Health and P&C licenses in Missouri and Arkansas. He specializes in several different aspects of financial planning including retirement income planning, 401(k) and IRA rollovers, Roth IRA conversions, and tax-free retirement through special types of life insurance. He shows his clients how to use accounts that will reduce, defer or even eliminate their taxes. These accounts have no risk of principal loss and they provide a lifetime of income the clients will never outlive.
Due to his expertise in retirement planning, he has been recognized nationally as a member of Ed Slott Master Elite IRA Advisor Group since 2010. Brad’s professional affiliations include the National Ethics Association and the Million Dollar Round Table (MDRT). As a member of the MDRT’s Top of the Table, he ranks among the elite members of that prestigious organization.
Brad is also a Certified Financial Fiduciary® (CFF), always doing what is in the best interest of his clients. A gifted writer and speaker, Brad has shared his financial expertise through a book, articles and speaking engagements. He is the weekly host of Safe Money Radio, which airs in Missouri and Arkansas on several different stations. Brad was recognized as the 2018 Safe Money Radio National Advisor of the Year.
In 2019, Brad was recognized with the Missouri House of Representatives Resolution from State Representative Lynn Morris.
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What We Offer
- 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!
Brad Pistole Awarded Prestigious Honor
Brad Pistole honored as Safe Money Radio Advisor of the Year
OZARK, MO. (PRWEB) MARCH 05, 2018 | http://www.prweb.com/releases/2018/03/prweb15276394.htm
Brad Pistole, CEO of Trinity Insurance & Financial Services, INC in Ozark, MO, has won the Safe Money Radio Advisor of the Year award. The award, presented in Denver by First Annuity and Insurance Marketing Executive Vice President, Carl Muehlemeyer, honors the professional, civic and community service Brad has provided to his clients, and his community.
Brad graduated with a BS in Education from Arkansas Tech in 1993. He holds his Life and Health and P&C Licenses in Missouri and Arkansas. He is a member of the National Ethics Association and the Ozark Chamber of Commerce. Brad has been recognized with Ed Slott and Company as a Master Elite IRA Advisor from 2010-2017.
He has also been a member of the MDRT – Million Dollar Round Table “The Premier Association of Financial Professionals” from 2011-2017. He was awarded “Top of the Table” honors in 2015-2017. He has been a Gold Eagle Producer for American Equity from 2009-2017 and has been a member of the President’s Club from 2015-2017.
Brad is the Author of the #1 Best Seller SAFE MONEY MATTERS – Finding Safe Harbor in a Storm Filled World and he hosts Safe Money Radio each week on several local stations in Missouri and Arkansas.
Trinity Insurance and Financial
5511 Farmer Branch Road, Ozark, MO 65721