Trinity Insurance and Financial Services

What Trinity Insurance and Financial Services does

Trinity Insurance and Financial Services Inc., operating under the brand Ozarks Retirement Group, is an independent financial advisory firm headquartered in Ozark, Missouri, founded in 2008. The firm specializes in retirement income planning for pre-retirees and retirees, offering IRA and 401(k) rollovers, Roth conversions, tax-efficient strategies built around annuities and life insurance, Social Security and Medicare optimization, and RMD management. Services are delivered by 11-50 licensed professionals through personalized consultations, with revenue generated on a fee-based and/or commission-based professional services model.

The company is led by President and CEO Brad Pistole, who brings 20 years of retirement income planning experience and holds six professional designations (RICP, TPCP, CFF, CAS, RSSA, IRMAACP). Pistole is a lifetime Top of the Table qualifier of the Million Dollar Round Table (top 1% of advisors globally) and has been a member of Ed Slott's Master Elite IRA Advisor Group since 2010. The firm builds authority through Safe Money Radio, a radio and podcast program with 800+ episodes since 2010, supplemented by a YouTube channel and two authored books ("Safe Money Matters" with a foreword by Ed Slott, and "Bulletproof").

Distribution is consultative and sales-led, relying on direct client engagement supported by a multi-channel content marketing strategy spanning local radio, podcast platforms (Apple Podcasts, Spotify), YouTube, LinkedIn, and Facebook. Geographic focus is the Ozarks and Springfield, Missouri region, with marketing reach that extends nationally via digital channels. Pricing is not publicly disclosed; the firm offers an initial free consultation under a "no payment until you see how we can help" model. There is no disclosed revenue, no funding rounds, no M&A activity, and no technology platform beyond the marketing website.

Name

Trinity Insurance and Financial Services

Legal name

Trinity Insurance and Financial Services Inc.

Website

https://guaranteedsafemoney.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

11–50 employees

Short description

Trinity Insurance and Financial Services, operating as Ozarks Retirement Group, is an independent advisory firm in Ozark, Missouri providing personalized retirement income planning, tax-efficient strategies, and IRA/401(k) rollover services to individual pre-retirees and retirees in the Ozarks region.

Ownership category

akta.pro rank

Product category

Retirement Financial Advisory

NAICS

Finance and Insurance (52)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411), Life Insurance (6311)

akta.pro primary industry

Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD)

akta.pro secondary industries

Retirement Income Planning & Decumulation Advisory (FSAEABAD), Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)

Keywords

• Retirement income planning
• Financial advisory services
• IRA rollover services
• Tax-efficient strategies
• Annuity planning

Headquarters

HQ city

Ozark

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Others

Revenue model

1. Financial Advisory Services: Fee-based or commission-based financial advisory services for retirement planning. The firm offers IRA and 401(k) rollovers, Roth conversions, tax-efficient strategies using annuities and life insurance. Revenue is generated through advisory fees and/or commissions on insurance and investment products sold.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Trinity Insurance and Financial Services (DBA Ozarks Retirement Group) delivers personalized retirement income planning, IRA and 401(k) rollover assistance, Roth conversions, and tax-efficient retirement strategies for pre-retirees and retirees. The firm places fixed, indexed, and immediate annuities along with life insurance to create income solutions, and supports client acquisition through retirement planning seminars and the "Safe Money Radio" educational program.

Product overview

Trinity Insurance and Financial Services operates as a financial services firm offering retirement planning and income strategies. The core offering consists of Financial Services (personalized retirement income planning), Retirement Planning (comprehensive strategies for inflation, healthcare, and longevity), and Tax-Efficient Strategies (Roth conversions and QCDs). The company also produces Safe Money Radio, a radio show and podcast providing retirement education. Brad Pistole serves as President and CEO, offering fiduciary-focused retirement advisory services.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Income Planning Personalized retirement income planning service that assesses a client's assets, income needs, taxes, and longevity risk, then designs an income strategy using annuities, life insurance, and tax-efficient distribution techniques for pre-retirees and retirees.
• IRA and 401(k) Rollover Services Advisory and execution service that helps pre-retirees and retirees transition 401(k), 403(b), or other employer-sponsored retirement balances into IRAs or other income-producing structures aligned with their retirement plan.
• Tax-Efficient Retirement Strategies (including Roth Conversions) Planning and implementation service that uses Roth conversions and other tax-minimization techniques, often combined with annuities and life insurance, to reduce clients' lifetime tax exposure and improve after-tax retirement income.
• Safe Money Radio Educational radio program created and hosted by Trinity Insurance and Financial Services that covers retirement income, annuities, and tax strategies; functions as a thought-leadership and client-acquisition channel for the firm.

Quantifiable outcome

• You won't pay us a penny until you see how we can help - risk-free initial consultation

Named customers4 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• MassMutual: Mutual insurer offering retirement income, annuities, and life insurance through a national advisor network. Comparable in the use of insurance and annuity products within retirement income plans delivered through licensed advisors.
• Prudential Financial: Major US insurer and asset manager with significant retirement, annuity, and individual life insurance lines. Comparable to the insurance/annuity products Trinity places, but as a carrier rather than an advisory firm.
• New York Life: Mutual insurer with a large career-agent force distributing life insurance, annuities, and retirement income strategies. Comparable because it sells life-insurance- and annuity-based retirement solutions through a personal-advisor model, but at far greater national scale.
• Northwestern Mutual: Mutual insurer and financial advisor network specializing in life insurance, retirement income, and wealth planning. Overlaps with Trinity on life-insurance-anchored retirement strategies and the use of whole-life/annuity products to fund retirement income.
• Ameriprise Financial: Diversified financial services company with a large independent advisor network offering retirement planning, annuities, and insurance products. Comparable because it distributes retirement-income solutions through licensed advisors, but at much broader scale and product breadth than Trinity.

Direct peers

• Ed Slott and Company: Specialist IRA and retirement-tax education firm running Ed Slott's Master Elite IRA Advisor Group, of which Brad Pistole is a member. Closely comparable as a credentialed, education-driven specialist in IRA rollovers, Roth conversions, and retirement tax planning.
• Cambridge Investment Research: Independent broker-dealer platform supporting independent advisors focused on retirement income, annuities, and wealth management. Comparable in enabling the same independent-advisor retirement planning model that Trinity operates under its own brand.
• Edward Jones: Large US financial advisory franchise with a regionally-distributed branch model serving individuals and small-business clients on retirement, IRA, and investment planning. Directly comparable to Trinity's local-advisor, consultative retirement-income model, but at vastly greater national scale.
• Cetera Financial Group: Independent broker-dealer supporting independent financial advisors who deliver retirement, IRA rollover, and tax-efficient planning to individuals. Closely comparable independent-advisor distribution model, with the difference that Cetera is an infrastructure provider to many Trinity-style practices.

Emerging players

• Fisher Investments: Large independent investment manager with a heavy focus on high-net-worth retirement income and wealth management. Comparable in targeting retirees with managed portfolios, but operates an asset-management rather than insurance-anchored model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@ozarksretirement
• Facebookfacebook.com/people/Ozarks-Retirement-Group/61581081375148
• LinkedInlinkedin.com/company/trinity-insurance-financial-services-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Trinity Insurance and Financial Services