Discover Our Proven Approach to Success

We do not believe in investment minimums to become a client at ORG. We are glad to meet you where you are, and believe that we can make ANY plan better with our expertise. However, some investment vehicles we use have an investment minimum attached to it, which we have no control over.

We solely focus on retirement income planning—not just traditional wealth accumulation. Our approach prioritizes minimizing volatility, preserving principal, generating reliable income, and maintaining liquidity. We often use tools like buffered ETFs and other risk-managed strategies designed to help protect against downside market risk, so your retirement savings can support your lifestyle for decades to come.

The key is to have a written, reliable income plan that accounts for inflation, longevity, market volatility, healthcare costs, and taxes. At the Ozarks Retirement Group, we help you map out a strategy to create dependable income streams, often using a combination of guaranteed and market-based solutions tailored to your needs. Our goal is to help you retire with confidence and sleep well at night.

Rolling over your 401(k) or IRA into a qualified account may offer several benefits, including greater investment flexibility, consolidated accounts, access to personalized investment strategies, and potentially lower fees. We can help you evaluate your rollover options to ensure they're aligned with your long-term goals and retirement timeline. It’s important to understand the rules and tax implications before making any changes, which is why we provide guidance every step of the way.

Getting started is easy. Simply reach out using the contact information below to schedule a no-cost, no-obligation consultation. During our initial conversation, we’ll learn about your goals, concerns, and current financial picture. From there, we’ll develop a personalized plan to help you retire confidently and stay retired comfortably.

Our President, Brad Pistole, is a Retirement Income Certified Professional® (RICP®), and Tax Planning Certified Professional® (TPCP®) awarded by The American College of Financial Services. These highly advanced credentials demonstrate his specialized knowledge in creating sustainable retirement income strategies, including Social Security planning, withdrawal sequencing, risk management, and all things tax planning.

In addition, Brad is a CFF®, CAS® and IRMAACP® which solidifies him as a Certified Financial Fiduciary, a Certified Annuity Specialist, and an IRMAA certified planning professional. With over two decades of experience in financial services, Brad has built a reputation for helping retirees and pre-retirees across the country protect their hard-earned savings and create dependable income throughout retirement.

Brad is also a nationally recognized voice in the retirement planning space. He is a LIFETIME QUALIFYING Top of the Table member with the Million Dollar Round Table (MDRT). He is in the top 1% of qualifiers in this elite organization. He is also the past recipient of the Top Advisor award from multiple industry organizations. As the host of Safe Money Radio, a weekly broadcast/podcast followed by thousands of listeners, Brad educates the public on how to retire safely, reduce risk, and avoid common financial mistakes. He has been hosting Safe Money Radio every single week on multiple stations since 2010. This is the longest running retirement planning show in the Ozarks.

Clients seek Brad out, not only for his expertise, but also for his integrity, compassion, and dedication to providing honest, personalized advice. He understands that retirement isn't one-size-fits-all—and he takes the time to build income strategies that reflect each client's unique goals, needs, and values.