Ozarks Retirement Group

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Your Trusted Retirement Advisor

Meet Brad Pistole

Brad Pistole, RICP®, TPCP®, CFF®, CAS®, IRMAACP™, is President and CEO of the Ozarks Retirement Group in Ozark, Missouri, and a nationally respected retirement income expert. With 20 years of experience, he specializes in IRA and 401(k) rollovers, Roth conversions, and tax-efficient strategies using annuities and life insurance.

He holds top designations, including RICP®, TPCP®, CFF®, CAS®, IRMAACP™, and has been a member of Ed Slott’s Master Elite IRA Advisor Group since 2010.

A lifetime Top of the Table qualifier with the Million Dollar Round Table, Brad was named 2018 Safe Money Radio National Advisor of the Year and received a Missouri House Resolution in 2019 for excellence in financial services.

He hosts Safe Money Radio, now also a podcast, and is the best-selling author of Safe Money Matters and Bulletproof, with a foreword by Ed Slott.

Known for his fiduciary focus, personalized service, and ongoing education, Brad is widely recognized as a top U.S. retirement advisor.

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Awards & Recognitions
Safe Money Logo
Safe Money Radio National Advisor of the Year
2018
Missouri House Logo
Missouri House of Representatives Resolution Honoree
2019
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Million Dollar Round Table (MDRT) – Top of the Table Lifetime Qualifying Member
2020
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Springfield Business Journal’s Trusted Advisor
2022

Our Services

We specialize in helping you navigate the complexities of retirement planning. Our tailored approach ensures that your financial future is secure, allowing you to retire with peace of mind.

Financial Services

We create personalized retirement income plans that protect your savings, reduce risk, and support long-term growth.

Retirement Planning

Our RICP®-certified team builds strategies that account for inflation, health care, longevity, and more—so your income lasts.

Tax-Efficient Strategies

We help reduce taxes on Social Security, RMDs, Medicare, and investments using smart tools like Roth conversions and QCDs.

"Brad and his team made retirement planning simple and stress-free. I feel completely confident about my future."

— John Mitchell
Retired Engineer

"Brad and his team made retirement planning simple and stress-free. I feel completely confident about my future."

— John Mitchell
Retired Engineer

"Brad and his team made retirement planning simple and stress-free. I feel completely confident about my future."

— John Mitchell
Retired Engineer

"Friendly professionals offering sound advice on finances, retirement, and health insurance."

— Heath J.

"Great place to invest your retirement money for safety preserving your income for the rest of your life."

— Mike Malley

"Brad provides a relaxed atmosphere and wonderful experience."

— Michael Bowers
videos

Insights & Strategies

Explore our latest articles and expert insights on financial planning, retirement strategies, and smart investing. Watch our YouTube videos for deeper discussions on key topics.

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How Much Do You Really Need to Retire?

Brad breaks down one of the most misunderstood questions in personal finance: How much do you really need to retire?
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The 3 Bucket Strategy That Simplifies Retirement Income Planning

Brad clearly explains the "Three Bucket Strategy" for retirement—a simple yet powerful framework to organize your savings into short-term, midterm, and long-term income sources.
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How to Make Your Retirement Savings Last 30 Years

Brad breaks down a retirement strategy that helps you stop worrying about outliving your money.
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Plan with Confidence, Retire with Peace of Mind

Your retirement deserves expert guidance. Let us help you build a secure, tax-efficient future with strategies tailored to your needs.

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