Brad opens for Business
Brad started the business under the name 'Trinity Insurance & Financial Services,' which remained in place until 2025.
Trusted. Experienced. Here for You.
Our Story & Commitment to Your Future
Here’s Our Story
Your Trusted Partners in Retirement Planning
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.
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.
Our Journey to Helping Retirees
A Legacy of Trust and Expertise
2008
2010
Brad becomes the host of Safe Money Radio in Southwest MO
Brad was the 2nd advisor to ever get on Safe Money Radio. At the peak of the national radio program, there were over 100 advisors with local Safe Money Radio shows in their area.
2015
Brad wins Safe Money Radio Advisor of the Year
Brad was the top producing advisor in the country amongst all Safe Money Radio hosts for the first time. He has since won the prestigious award 7 times.
2019
Recognized for Excellence
We were recognized by the Missouri State 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.
2023
Safe Money Radio (the Podcast) & YouTube Channel
Brad starts releasing Safe Money Radio shows as a podcast, as well as begin posting educational YouTube videos regarding retirement income planning.
2025
The Ozarks Retirement Group is Founded
Brad decides to change the name of the business to better represent what we do for clients; a focus and expertise in Retirement Income Planning. The Ozarks Retirement Group is officially founded, we expanded our team, strengthened our partnerships, and enhanced our service offerings to provide even more comprehensive retirement solutions for our clients.
What Our Clients Are Saying
Real Stories, Real Peace of Mind
"A Big thanks to Brad, and as well also Lesia for Helping us with our future plans on retirement. They Hit it out of the Park! Our Retirement is on track with the help of Trinity Insurance & Financial."
John Whitman
"This is an awesome company with real nice and good people. They will work hard for you. They have made me more money in the last four year than the other financial advisors we used in fifteen years prior. You'll be happy if you choose them for all your financial needs in the future."
Alan McCoy
"Very knowledgeable and professional. They are very in tune with what is available to further your needs whether retirement or just to do what's best for your well-being. I have been very satisfied and will continue to trust the judgment of this group. They have never failed to answer any of the questions that I've had and went above and beyond to refine on what's in my best interest. Thanks guys!”
David C. Wilson
"Brad has been an incredible help in managing my retirement funds. He is extremely knowledgeable in all aspects of investing."
Norm E.
"Brad and his team made the process easy and stress-free. They took the time to answer all my questions, explained my options in simple terms, and built a retirement plan that gives me complete peace of mind. I finally feel confident about my financial future."
Susan Carter
"I highly recommend Brad Pistole if you want to invest with him , you get 10% added immediately based on what you invest , most importantly a Christian man and he cares about his clients."
Jeff Marchese
"Brad and his team did a great job in helping us with our financial needs. I highly recommend this company. Thank you."
Doug Fritz
"Brad did an excellent job of helping us get set up financially for retirement. He’s very personable and cares about his clients."
Jody Jones
"A wizard when it comes to secure financial planning. If you haven't worked with Brad before, I highly recommend you do! Changed our financial life!"
Mike Jones
"Brad and his team are amazing!! Smart, caring, and totally focused on doing what’s right for their client."
Michael DeLon
"Brad and team are the very best you will find!! Most knowledgeable and experienced! Hands down the best in the business! Plus, everyone is so professional and nice! 10 stars!"
Jennifer Raath
"Brad is a very easy person to talk to and makes you feel comfortable and DOESN’T TRY TO SELL YOU ANYTHING!!! Great person and that’s why I went with an annuity for my retirement payout!!! Five stars!!"
Mike Williams
"Brad is knowledgeable and caring about my financial needs. I highly recommend him and his team!"
Susan Templeton
"Brad provides a relaxed atmosphere and wonderful experience."
Michael Bowers
"Great place to invest your retirement money for safety preserving your income for the rest of your life."
Mike Malley
"Friendly professionals offering sound advice on finances, retirement, and health insurance."
Heath J.
"Brad and the team at the Ozarks Retirement Group have been one of the best decisions I’ve made for my financial future. From my very first conversation with Brad—and in every conversation since—I’ve felt heard, understood, and genuinely cared for. He consistently brings clarity, patience, and a personal touch that makes all the difference. Brad and his team took the time to understand my unique goals and helped me navigate the complex world of retirement planning with confidence. There was never any pressure or one-size-fits-all advice—just thoughtful, transparent guidance tailored to me. A comprehensive approach to retirement is available for you here, and I felt that from day one. What stands out most is their integrity. As a truly independent firm, their recommendations are always in my best interest, without outside agendas. It's also reassuring to know their team includes licensed, experienced professionals offering both investment advisory and insurance services. If you're looking for a knowledgeable, down-to-earth team who truly puts people first, I can’t recommend Brad and his team at Ozarks Retirement Group highly enough. This is a relationship I value—and one I trust for the long haul."
Sharon Hines-Bent
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.
