So then, ask yourself...

 

Brad Pistole

Financial Advisor & President

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Who is Brad?

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Brad’s goals for his clients

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Brad’s clients have said...

Trinity Insurance and Financial Services

5511 N. Farmer Branch Road, Suite 101

Ozark, MO 65721

Office: 417-581-9222

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  1. Are you saving enough for retirement?

  2. Are you aware of ways to reduce taxes on your IRAs at death?

  3. Do you know how to avoid the Social Security Tax?

  4. Will your retirement savings outlast your lifetime?

  5. Have you been told about time tested ways to avoid probate?

  6. Are there high yield tax deferred accounts with no principal risk?

  7. Are you concerned with the high cost and risk of nursing home confinement?


If these questions and more are on your mind and you don’t know the answers, you should be consulting with Brad! Call today to set up a convenient, no-fee consultation of your financial planning goals.

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How Big Is Your Retirement Shortfall?

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