From humble beginnings in a single office during the 2008 financial crisis to a thriving practice with 40 team members across multiple states, the journey of Brad Pistole's financial planning firm represents a true American success story. Today marks a significant milestone as Brad announces the evolution of Trinity Insurance and Financial Services into the Ozarks Retirement Group.

This transformation celebrates not just growth but a deepening commitment to comprehensive retirement planning. As Brad shares, "When the market goes up, you go up. When the market goes down, you don't go down." This philosophy has guided his practice for over 16 years, making him the longest-running financial planning show host in the Ozarks.

At the heart of Brad's approach is a strategy built on guaranteed lifetime income. By ensuring that basic living expenses are covered through guaranteed sources like pensions, Social Security, and strategically selected annuities, clients gain the freedom to pursue higher returns with other assets. This balance between security and growth potential gives retirees something priceless: peace of mind.

The rebranding acknowledges both the firm's roots in the Ozarks community and their expanded capabilities. The team now includes specialists in Medicare planning, Social Security optimization, tax strategies, income planning, and legacy protection. Brad and his son Hunter, both Retirement Income Certified Professionals, provide customized plans starting with the Retirement Income Style Awareness (RISA) questionnaire—a tool developed by industry luminaries Dr. Wade Pfau and Dr. Alex Murguia.

Perhaps most compelling is Brad's personal connection to his work. He shares how his own father—a veteran financial advisor who once dismissed annuities—changed his perspective after watching his 401(k) become a "201(k)" during market crashes in 2001 and 2008. This transformation from skeptic to believer underscores the value of protection-focused planning, especially for those approaching or in retirement.

Ready to discover your retirement income style and build a plan that won't leave you vulnerable to market volatility? Contact the Ozarks Retirement Group at 866-780-SAFE for a complimentary consultation and receive Brad's bestselling book "Bulletproof" along with your personalized RISA assessment.

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To learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com