Brad Pistole with the Ozarks landscape in the background

Trusted. Experienced. Here for You.

Our Story & Commitment to Your Future

The Ozarks Retirement Group

Here’s Our Story

Your Trusted Partners in Retirement Planning

Brad Pistole, Ozarks Retirement Group — Brad Pistole · Ozarks Retirement Group

At the Ozarks Retirement Group, We Understand the Realities of Financial Planning

We’ve seen the good, the bad, and the uncertain when it comes to retirement planning. We know firsthand what it feels like to be concerned about your financial future—wondering if you’ve saved enough, if your investments are secure, and if you’ll have the income you need to enjoy retirement with confidence.

Many of our clients come to us after experiencing financial uncertainty or after receiving one-size-fits-all advice that doesn’t align with their unique needs. Too often, financial salespeople push generic plans built from standard formulas, with little consideration for real-life goals and concerns.

Built Around What Matters to You

Your Retirement. Your Future. Your Plan.

Your life, your experiences, and your goals don’t fit into a pre-made financial mold—and they shouldn’t have to.

The truth is, there’s no universal rulebook for retirement planning. Too many people follow generic advice, working hard and saving diligently, only to realize their plan doesn’t align with the life they truly want. A retirement strategy should be built around you, not just a formula.

That’s exactly why the Ozarks Retirement Group was founded—to bring clarity, confidence, and customized strategies to retirement planning, so you can retire on your terms.

A family enjoying time together outdoors

Our Journey to Helping Retirees

A Legacy of Trust and Expertise

2008
Brad Opens for Business
Brad started the business under the name “Trinity Insurance & Financial Services,” which remained in place until 2025.
2010
Brad Becomes the Host of Safe Money Radio in Southwest Missouri
Brad was the second advisor in the U.S. to ever host a Safe Money Radio show. At the peak of the national radio program, there were more than 70 advisors with a local Safe Money Radio show in their area.
2018
Brad Wins the Inaugural Safe Money Radio National Advisor of the Year Award
Brad was the first host to ever be recognized as the top producing advisor in the country amongst all Safe Money Radio hosts—more than 70 hosts at that time. He has won this prestigious award several more times since 2018.
2019
Recognized for Excellence
We were recognized by the Missouri House of Representatives for outstanding service to our clients.
2022
Springfield Business Journal Trusted Advisor Award
Brad was recognized by the Springfield Business Journal for excellence as a trusted advisor. This was the first year in which the team onboarded more than $50 million in client assets in a calendar year. They currently manage more than $350 million in assets, which continues to grow every year.
2022
Brad & Hunter Earn Retirement Income Certified Professional® Designations
Brad and Hunter both completed their Retirement Income Certified Professional® designations through The American College of Financial Services.
2023
The Ozarks Retirement Group Podcast & YouTube Channel
Brad started releasing his weekly Ozarks Retirement Group show as a podcast. His team also releases additional educational videos each week.
Subscribe on YouTube
2025
The Ozarks Retirement Group Is Founded
Brad changed the name of the business to better represent what we do for clients: a focus and expertise in Retirement Income Planning and Tax Planning. The Ozarks Retirement Group was officially founded, we expanded our team, strengthened our partnerships, and enhanced the services we offer to provide advanced retirement solutions for our clients.
2025
Brad Becomes a Tax Planning Certified Professional®
Brad becomes one of the first Tax Planning Certified Professionals® in the United States through The American College of Financial Services.
Meet the First TPCP® Class