Brad Pistole

RICP® i

Retirement Investment Certified Professional® :

Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.

TPCP® i

Tax Planning Certified Professional® :

Applies deep, specialized knowledge to create a financial strategy that minimizes your tax burden.

Professional Profile

About me (self-reported)

As an RICP and TPCP through the American College of Financial Services, I help create SAFE, long term financial plans that provide lifetime income for account owners that pass 100% of accumulated wealth on to intended beneficiaries in the most tax-efficient manner possible. I focus on helping clients create a guaranteed income floor as the foundation for helping clients accomplish the retirement of their dreams.

Office Location 5511 N Farmer Branch Road
Suite 101
OZARK, MO 65721

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My Expertise Retirement Income Planning, Tax Planning Designations Held

RICP® i

Retirement Investment Certified Professional® :

Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.

TPCP® i

Tax Planning Certified Professional® :

Applies deep, specialized knowledge to create a financial strategy that minimizes your tax burden.

Minimum Assets Less than $50,000 Minimum Income less than $50K Languages Spoken (self-reported) English

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