Ed Slott is "America's IRA Expert" and recently named "The Best" source for IRA advice by The Wall Street Journal. 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.
The information provided herein is the exclusive property of Trinity Insurance and Financial Services. This material has been prepared for informational and educational purposes only.
The information provided herein is the exclusive property of Trinity Insurance and Financial Services. This material has been prepared for informational and educational purposes only.
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Brad Pistole has all the knowledge, education, credentials and experience you would want in a retirement planning advisor.
What separates Brad from other advisors is his integrity, character, and genuine concern for his clients.
Brad Pistole is a Certified Financial Fiduciary(R), and a Certified Annuity Specialist(R).
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.
What separates Brad from other advisors is his integrity, character, and genuine concern for his clients.
Brad Pistole is a Certified Financial Fiduciary(R), and a Certified Annuity Specialist(R).
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.
Watch a quick videos to learn about our "Rock Solid Retirement Strategy".
Peace of mind that comes with retirement income that's guaranteed to last as long as you do!
Retirement doesn't mean that it's time to stop growing.
Same holds true for your money.
It should mean, however, that it's time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward.
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face.
Peace of mind that comes with retirement income that's guaranteed to last as long as you do!
Retirement doesn't mean that it's time to stop growing.
Same holds true for your money.
It should mean, however, that it's time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward.
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face.
Ed Slott is "America's IRA Expert" and recently named "The Best" source for IRA advice by The Wall Street Journal.
He is a nationally recognized professional speaker and has starred in several nationally aired public television specials including his most recent, "Retire Safe & Secure! with Ed Slott" (2020).
Slott created The IRA Leadership Program and Ed Slott's Elite IRA Advisor GroupSM, which were developed specifically to educate financial professionals about advanced tax planning strategies and help them earn recognition as leaders in the IRA marketplace.
He is a nationally recognized professional speaker and has starred in several nationally aired public television specials including his most recent, "Retire Safe & Secure! with Ed Slott" (2020).
Slott created The IRA Leadership Program and Ed Slott's Elite IRA Advisor GroupSM, which were developed specifically to educate financial professionals about advanced tax planning strategies and help them earn recognition as leaders in the IRA marketplace.
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 Aegis Financial 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.
The award, presented in Denver by Aegis Financial 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.
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