Who do you work with?

Physician Associates, physicians, Certified Registered Nurse Anesthetists and other advanced practice providers, business owners and retirees. Each group has its own page.

Do you prepare tax returns?

No. We plan alongside your CPA, and we can introduce you to one if you need one.

What happens in a first consultation?

It is a conversation about your goals, your work and your questions, so we can tell you whether we are a good fit.

Can you look at my employment contract?

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.

Can you help with employee benefits for my business?

Yes. We help business owners with 401(k), SIMPLE IRA, health, vision and dental plans for their employees.

Staggs Financial Services | Financial Planning in Springfield, MO

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
AnesthesiologistsYou are an anesthesiologist in residency, fellowship or practice who wants a plan and a close read of your contract.For anesthesiologists
Nurse AnesthetistsYou are a Certified Registered Nurse Anesthetist weighing a 1099 or W2 role and want a plan built around it.For nurse anesthetists
Nurse PractitionersYou are a nurse practitioner starting out or changing jobs and want your contract and plan to agree.For nurse practitioners
Business OwnersWe learn your financial objectives, your concerns, and what keeps you up at night. We help you maximize your business for personal use. We coordinate your cash flow, debt service, employer benefits with your investments on one consolidated plan.For business owners
RetireesWe work with you to make sure all your estate documents are coordinated with overall objectives. We have regular conversations and meetings. We work with your team of CPAs, attorneys, and other advisors and review your retirement strategy, long-term care and estate plans, and income needs.For retirees

Services

Why Staggs Financial

What stands behind your plan.

01A national partnership: We partner with the American Academy of Physician Associates.
02A state partnership: We partner with the Missouri Academy of Physician Assistants (MOAPA).
03A graduate medical education partner: We work with the Freeman Health Graduate Medical Education program in Joplin.
04A bench of specialists: Group benefits directors and the attorneys we coordinate with, working around one plan.
05Benefits and annuities under one roof: Group benefits and annuities are part of the same conversation as your retirement plan.