Ozarks Retirement Group
Getting Closer
to Retirement?
Your next chapter deserves a thoughtful plan.
Get to know our team and discover how we can help you prepare for the retirement you envision.
Ozark, Missouri
Meet Brad Pistole
As President and CEO of Ozarks Retirement Group in Ozark, Missouri, Brad helps individuals and families navigate the decisions that shape retirement—from IRA and 401(k) rollovers to Roth conversions, income planning, annuities, and life insurance.
With 20 years of experience and membership in Ed Slott’s Master Elite IRA Advisor Group since 2010, Brad brings a commitment to ongoing education and a personal approach to every client relationship.
He is also the host of The Ozarks Retirement Show and author of Safe Money Matters and Bulletproof. His goal: help you understand your options and make informed decisions about what comes next.
More about Brad’s background
A lifetime Top of the Table qualifier with the Million Dollar Round Table, Brad was named the 2018 Safe Money Radio National Advisor of the Year and received a Missouri House Resolution in 2019 for excellence in financial services.
Brad has hosted more than 850 episodes of The Ozarks Retirement Show on local radio since 2010. The show is also available as a podcast. His book Bulletproof includes a foreword by Ed Slott.
Awards & Recognitions
Safe Money Radio National Advisor of the Year
2018
Missouri House of Representatives Resolution Honoree
2019
Million Dollar Round Table — Top of the Table Lifetime Qualifying Member
2020
Springfield Business Journal’s Trusted Advisor
2022Your retirement. Every angle considered.
Income, taxes, family, and the unexpected are connected. We help you look at the whole picture and create a strategy around what matters to you.
Retirement Income Planning
Bring your savings, Social Security, and other income sources together in a plan built around your retirement lifestyle.
Explore Service →Tax-Efficient Strategies
Consider Roth conversions, withdrawal timing, and required distributions as part of a coordinated retirement strategy.
Explore Service →IRA & 401(k) Rollovers
Understand your account options and the factors to consider before moving retirement savings.
Explore Service →Social Security Planning
Explore how benefit timing and household needs fit into your broader retirement income picture.
Explore Service →Asset Protection
Review your exposure to unnecessary risk and consider approaches that align with your retirement goals.
Explore Service →Annuities & Life Insurance
Evaluate where insurance solutions may fit your income needs, protection priorities, and long-term plans.
Explore Service →Family Legacy Planning
Plan for the people you love with thoughtful beneficiary reviews and strategies for passing on your wealth.
Explore Service →Extended Care Solutions
Consider how future care costs may affect your income, assets, and family—and explore ways to prepare.
Explore Service →Insights & Strategies
Straightforward conversations about retirement income, taxes, and the choices ahead. Explore practical perspectives from Brad and the Ozarks Retirement Group team.
Father & Son Advisors: The 3-Part Retirement Plan We Use for 2,500+ Clients
Brad and Hunter Pistole explain how income, growth, and tax planning work together—and why a retirement strategy should reflect your family’s needs.
Watch & Learn →
10 Things Pre-Retirees Are Wasting Money On in 2026
Small spending habits can add up. Brad explores ten ways pre-retirees may be putting pressure on their future retirement income.
Watch & Learn →
7 Signs You’re Closer to Retirement Than You Think
Retirement readiness is more than a savings target. Explore seven signs that can help you think about whether your next chapter is closer than you expect.
Watch & Learn →
Plan with confidence.
Look forward to retirement.
You have worked hard for what comes next. Let’s talk about your goals and build a retirement strategy around the life you want to live.
Specialized knowledge to help you reach your goals
Our Advanced Expertise
Your next chapter deserves thoughtful preparation. At Ozarks Retirement Group, specialized education helps inform the conversations and strategies we build around your retirement goals.
Retirement Income Certified Professional®
The RICP® designation represents specialized education in retirement income planning. This knowledge helps us explore how your savings, Social Security benefits, and withdrawal decisions can work together to support your retirement lifestyle while addressing risks and legacy goals.
- Retirement income
- Social Security timing
- Withdrawal strategies
Tax Planning Certified Professional®
The TPCP® designation represents advanced education in tax-informed financial planning. This perspective helps us evaluate the tax implications of retirement and financial decisions, identify potential planning opportunities, and coordinate strategies with your tax and legal professionals.
- Tax-aware decisions
- Retirement distributions
- Coordinated planning
Let’s put specialized knowledge to work for your next chapter, with a conversation focused on what matters to you.
Talk With Our TeamWhat Our Clients Are Saying
Real Stories, Real Peace of Mind
Individual experiences vary. Testimonials do not guarantee future results.