Brad Pistole, Certified Medicare & IRMAA Consultant
Brad Pistole
Ozarks Retirement Group
Professional Profile
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.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.