New website in progress
A new Staggs Financial website is on the way.We’re available today.
Financial planning and insurance for medical professionals, business owners and retirees. Book a time, call, or send us a note.
Our partnerships include the American Academy of Physician Associates (AAPA) and the Freeman Health Graduate Medical Education program.
Who we serve
Planning that fits the work you do.
Physician Associates
Through our partnership with the American Academy of Physician Associates (AAPA), we help Physician Associates plan around compensation, benefits and student loans.
Physicians
Emergency Medicine, Family Medicine and Internal Medicine physicians, in partnership with the Freeman Health Graduate Medical Education program.
Anesthesiologists
Financial planning for anesthesiologists, with a dedicated page on the new site.
Business owners
Employee benefits and group plans (401(k), SIMPLE IRA, health, vision and dental), key person insurance, and wealth optimization.
Retirees
Retirement income, annuities, long-term care insurance, and estate planning coordinated with your attorney.
Dedicated pages for each group are part of the new site.
Get in touch
Send us a note today.
Share a few details and a member of our team will follow up.
Prefer to talk? Call 417-501-5450 or schedule a consultation.
Our team
The team behind Staggs Financial.
Stephanie Staggs
CEO & Financial Planner
Denise Healy
Executive Assistant
Bob Worgastik
CLU®, ChFC®, CFP®, CLTC
Paul Worgaftik
Don Sullivan
Director of Wealth Management
Noelle Casey
Financial Advisor, RICP®
Elise Casey
Financial Representative
Rish Singh
Client Relations Manager
Contact
Visit, call or text.
- Visit us
- 1531 East Bradford Parkway, Suite 202
Springfield, MO 65804 - Office
- 417-501-5450
- Business text
- 417-674-3638
- Hours
Monday to Friday: 8 AM to 5 PM
Saturday: By appointment
Sunday: Closed