Business Details
We are Trinity Insurance & Financial Services, a trusted retirement advisory firm serving clients in Ozark, Missouri and nationwide. We have over 20 years of combined experience, bringing deep expertise in retirement income planning and tax-efficient strategies. Our President, Brad Pistole, holds multiple top designations including RICP, TPCP, CFF, CAS, RSSA, IRMAACP, reflecting our commitment to the highest professional standards. We specialize in IRA and 401(k) rollovers, Roth conversions, and annuity and life insurance solutions that protect retirement savings. Our fiduciary focus ensures that every recommendation aligns with the clients best interests and longterm financial security. We provide personalized, fullservice retirement plans that address inflation, healthcare, longevity, and income sustainability.
Our teams proven problemsolving approach has earned recognition such as the 2018 Safe Money Radio National Advisor of the Year and a Missouri House Resolution. We continuously educate ourselves through membership in the Ed Slotts Master Elite IRA Advisor Group since 2010 and ongoing training. Our transparent, noupfrontcost model means clients only pay after seeing concrete results tailored to their goals. We prioritize client satisfaction by delivering clear communication, responsive support, and measurable outcomes. Our mission is to empower retirees with confidence, security, and peace of mind throughout their retirement journey.
Our teams proven problemsolving approach has earned recognition such as the 2018 Safe Money Radio National Advisor of the Year and a Missouri House Resolution. We continuously educate ourselves through membership in the Ed Slotts Master Elite IRA Advisor Group since 2010 and ongoing training. Our transparent, noupfrontcost model means clients only pay after seeing concrete results tailored to their goals. We prioritize client satisfaction by delivering clear communication, responsive support, and measurable outcomes. Our mission is to empower retirees with confidence, security, and peace of mind throughout their retirement journey.
Highlights and features
- We have 20 years of retirement planning experience.
- We hold multiple top designations including RICP and TPCP.
- We operate with a fiduciary focus ensuring client-first recommendations.
- We provide transparent, no-upfront-cost service after results are seen.
- We are licensed professionals delivering independent financial and insurance solutions.
Services
Retirement Planning
Our RICPcertified team designs comprehensive retirement plans tailored to each clients financial goals. We address inflation, healthcare costs, longevity risk, and income sustainability to ensure lasting security. The result is a clear, taxefficient roadmap that protects savings and provides confidence throughout retirement.
Tax-Efficient Strategies
Our strategies minimize taxes on Social Security, required minimum distributions, Medicare premiums, and investment gains. We utilize Roth conversions and qualified charitable distributions to shift taxable income efficiently. These approaches reduce overall tax liability while preserving capital for retirement needs.
IRA and 401(k) Rollovers
We specialize in seamless IRA and 401(k) rollovers that consolidate retirement assets for clients. Our process ensures full IRS compliance, avoids penalties, and streamlines account transfers. The result gives clients clearer oversight, significant tax advantages, and stronger longterm financial growth.
Roth Conversions
We offer strategic Roth conversions that transform pretax retirement savings into taxfree efficient income streams. These conversions lower current taxable income significantly and enhance longterm growth potential for retirees. Clients benefit from reduced tax liability and more flexible withdrawal options significantly.
Annuities and Life Insurance
We provide annuity products and life insurance solutions that guarantee predictable income and protect loved ones. Our expertise structures taxadvantaged payouts and ensures financial security for families across retirement stages. These solutions deliver peace of mind, legacy planning, and reliable income throughout the clients lifetime.
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