Brad Pistole, IRMAACP™ Advisor · OZARK, MO

Brad Pistole is a trusted financial advisor with 18 years of experience, dedicated to helping pre-retirees and retirees navigate the complexities of retirement planning. At Ozarks Retirement Group in Ozark, MO, Brad specializes in Retirement Income and Tax Planning, Social Security, and Estate Planning. His commitment to providing personalized, comprehensive financial solutions sets him apart in the industry.

As an IRMAA Certified Planner (IRMAACP™) program holder, Brad Pistole helps clients navigate Medicare costs and IRMAA surcharges with confidence.

As a Retirement Income Certified Professional®, Tax Planning Certified Professional®, Certified Financial Fiduciary®, Certified Annuity Specialist®, and Registered Social Security Analyst®, Brad brings a wealth of expertise to his clients. He employs a holistic approach that integrates all aspects of financial planning, ensuring that his clients receive tailored strategies designed to meet their unique needs and goals.

When you work with Brad, you can expect a warm and professional partnership focused on building a secure financial future. Whether you are preparing for retirement or looking to optimize your Social Security benefits, Brad is here to provide guidance and support every step of the way.

Contact Brad