Brad’s goals for his clients


Brad Pistole

Financial Advisor & President


Who is Brad?

So then, ask yourself...Ask_Yourself.html
Brad’s clients have said...Testimonials.html

Trinity Insurance and Financial Services

5511 N. Farmer Branch Road, Suite 101

Ozark, MO 65721

Office: 417-581-9222

Copyright 2012 All Rights Reserved. Site design: DesignMatters LLC

  1. 1.Maximum yields with minimum risk

  2. 2.Liquidity

  3. 3.Safety of assets

  4. 4.Keeping you in control

  5. 5.Avoiding probate

  6. 6.Protection of life savings from  catastrophic illness

  7. (i.e. nursing home expenses)

  8. 7.Reduction in taxation


How Big Is Your Retirement Shortfall?