Springfield, Missouri
Financial planning for the people who care for others.
Stephanie Staggs and her team plan retirement income, insurance and employee benefits for medical professionals, business owners and retirees.
Led by Stephanie Staggs, CEO and Financial Planner
The only financial planning firm with the national partnership of the AAPA
The only financial planning company partnered with Freeman Health
Who we serve
Planning that fits the work you do.
- Physician AssociatesYou are a Physician Associate planning around compensation, benefits and student loans.For Physician Associates
- PhysiciansYou practice emergency, family or internal medicine, as a resident or in practice.For physicians
- Nurse Anesthetists and Nurse PractitionersYou are a Certified Registered Nurse Anesthetist or a nurse practitioner who wants a plan and a close read of your contract.For nurse anesthetists and nurse practitioners
- Business OwnersYou run a business and want to plan for employee benefits, ownership and your own retirement.For business owners
- RetireesYou are near or in retirement and want income, long-term care and estate plans that work together.For retirees
Services
Contract review
We read the fine print with you.
We review contracts for our clients at no cost, before you sign.
- Employment agreements, including 1099 and W2 arrangements
- Buy-sell agreements
- Trusts and estate documents
- Notary available, so documents can be notarized too
Why Staggs
What stands behind your plan.
- 01A national partnership
- We partner with the American Academy of Physician Associates.
- 02A graduate medical education partner
- We work with the Freeman Health Graduate Medical Education program in Joplin.
- 03A bench of specialists
- Group benefits directors and the attorneys we coordinate with, working around one plan.
- 04Benefits and annuities under one roof
- Group benefits and annuities are part of the same conversation as your retirement plan.
Q&A
Questions we hear first.
Physician Associates, physicians, Certified Registered Nurse Anesthetists and other advanced practice providers, business owners and retirees. Each group has its own page.
No. We plan alongside your CPA, and we can introduce you to one if you need one.
It is a conversation about your goals, your work and your questions, so we can tell you whether we are a good fit.
Yes, for our clients, at no cost, before you sign. That includes employment agreements, including 1099 and W2 arrangements, buy-sell agreements, and trusts and estate documents.
Yes. We help business owners with 401(k), SIMPLE IRA, health, vision and dental plans for their employees.
Our team
The people behind your plan.
Stephanie Staggs
CEO & Financial Planner
Don Sullivan
Director of Wealth Management
Noelle Casey
Financial Advisor, RICP®
Bob Worgaftik
CLU®, ChFC®, CFP®, CLTC
Paul Worgaftik
Financial Advisor
Elise Casey
Financial Representative
Denise Healy
Executive Assistant
Rish Singh
Client Relations Manager
Partners
Our partners.
National
- American Academy of Physician AssociatesNational partnership
PA programs
- Harding University PA program
- Drury University PA program
- College of Saint Mary PA programNebraska
- Logan University PA programSt. Louis
Hospitals and residency
- Freeman Health System Graduate Medical EducationJoplin, Missouri
- Capital Region Medical CenterJefferson City, family medicine residents
Community
- Hollister Chamber of Commerce
Next step
Ready when you are.
Schedule a time, call, or send us a note.
Stay in touch