About us

President

Brad Pistole RICP®, CFF®, CAS®

Brad Pistole is a Retirement Income Certified Professsional®, a Certified Financial Fiduciary®, and a Certified Annuity Specialist®. He 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’s 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 lifetime qualifying member of the MDRT’s Top of the Table, he ranks among the elite members of that prestigious organization.

As a Retirement Income Certified Professsional®, a Certified Financial Fiduciary® and a Certified Annuity Specialist®, Brad has taken an oath to always do what is in the best interest of his clients. A gifted writer and speaker, Brad has shared his financial expertise in his best-selling books, in numerous financial planning articles and through speaking engagements all across the county. 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.

Brad has helped many retirees including clients from US Post Office, AT&T, White River Valley Electric Cooperative, Clorox, Cox Health, Mercy Health and more.

In 2019, Brad was recognized with the Missouri House of Representatives Resolution from State Representative Lynn Morris. Click here to learn more.

In 2022, Brad was recognized as one of the Springfield Business Journal’s Trusted Advisers. Click here to learn more.