Staggs Financial Services

Staggs Financial Services Your priorities are ours. Protecting your family. Preserving your business. Ensuring your legacy.

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I wasn't looking at a patient's chart.I was looking at shelves of donated food.As a financial planner, that's exactly wh...
09/02/2026

I wasn't looking at a patient's chart.

I was looking at shelves of donated food.

As a financial planner, that's exactly why I shadow physician associates.

My team and I can learn a lot from reports, compensation surveys, and student loan statistics. But if we want to truly understand the people we serve, we need to show up.

Recently, I had the opportunity to shadow Robyn Yost, PA-C and Missouri Academy of PA member, at the MSU Cares Clinic.

One moment from that day has stayed with me.

We stepped out of an exam room and into what used to be another patient room.

Instead of an exam table, there were shelves stocked with food. Ozarks Food Harvest has donated easy-to-open meals and disposable utensils for what Robyn affectionately calls their "homeless friends."

Thank you, Robyn, for allowing me to spend the day with you and your team at Mercy's MSU Care Clinic

$1,800,000.That's how much three local families lost to scams, including a cryptocurrency fraud scheme that wiped out hu...
09/01/2026

$1,800,000.

That's how much three local families lost to scams, including a cryptocurrency fraud scheme that wiped out hundreds of thousands of dollars in savings.

Three of the victims were respected community leaders and business owners.

The scary part?

None of them thought it could happen to them.

That's why we're hosting a Fraud Prevention Event to help our community recognize today's most common scams before they become tomorrow's victims.

đź“… September 23
đź•  5:30 PM
đź“Ť Staggs Financial

Guest speakers include leaders from the Springfield, MO Police Department and State Representative Melanie Stinnett .

Drawing on my background in journalism and my experience leading the Better Business Bureau, I've seen firsthand how quickly fraud tactics evolve.

You'll hear real stories from fraud victims and learn the exact warning signs they missed, including the text messages, emails, and investment pitches that convinced them to hand over their money.

You'll leave with a practical checklist you can use to spot red flags before you click a link, send money, or share personal information.

Seats are limited.

To reserve your spot, send me a DM or text 417-674-3638.

08/27/2026

“My husband will take the money and use it,” Julie, a Missouri grandmother nearing retirement and expecting a $100,000 settlement, told me. “He lost me my first house. I'm not going to have that happen again.”

Julie was terrified her $100,000 would disappear the same way other opportunities had. Her current plan was to deposit her money into a bank account that her husband had access too.

Instead, we helped her move the money into an investment account that her spouse could not access. Then we built a spending plan around what mattered most to her.

First, a reliable vehicle.

Julie had been driving a car with failing air conditioning in July and replacing it couldn't wait. We budgeted $25,000 for a Honda Civic she could depend on.

Then we earmarked a ROTH IRA account specifically for retirement so her future wouldn't depend on anyone else's decisions.

A few weeks later, after everything was in place, Julie looked at her new plan, looked back at me, and said:

“For the first time in a long time, I don't feel scared about what's going to happen to my money."

08/24/2026

$80,000 lost.

Six years later, Maddie's $600,000 had lost money. She was promised so much and got nothing she was promised.

Six years later, she found herself alone without her financial advisor. Not that she hadn't tried. She had. He just hadn't picked up - for six years.

She had been sold expensive products that didn't grow - some even lost value - and when she needed guidance, the advisor who sold them was nowhere to be found.

So Maddie drove 160+ miles to meet with our team.

We spent hours going through everything.

We compared where her portfolio was six years ago to where it is today. We reviewed her estate documents. We looked for tax planning opportunities. We identified investments she didn't fully understand and answered questions that had gone unanswered for years.

Most importantly, she finally got an explanation.

After six years of silence, Maddie left knowing exactly what she owns, why she owns it, and what needs to happen next.

That meant more to her than any investment recommendation ever could.

That's what bothered us most about her story.

Losing money is painful.

Going six years without advice after you've entrusted someone with your life savings and have tried repeatedly to reach them is worse.

Recently, our youngest had a nursemaid's elbow injury.We spent hours in the ER waiting to be seen for something that ult...
08/21/2026

Recently, our youngest had a nursemaid's elbow injury.

We spent hours in the ER waiting to be seen for something that ultimately took just minutes to treat.

During those long hours, I kept thinking about how different that night might have looked if we'd had immediate access to a provider who knew our family and could help us determine the best next step.

That's why I'm excited to see fellow Missouri State University Bear Bryce and Kyle open Wolf & Willow Direct Primary Care in Hollister.

No single practice can solve Missouri's provider shortage. But for the families who now have another place to call when a child gets sick, a question comes up, or they simply need care, it matters.

A few years from now, most families won't remember the ribbon cutting or grand opening.

They'll remember the appointment they were able to get, the concern that was addressed, or the problem that didn't turn into an ER visit.

Congratulations, Bryce and Kyle. I suspect there are a lot of parents who will be grateful Wolf & Willow was there when they needed it most.

One of the biggest mistakes we see physicians, PAs, and business owners make is trying to serve everyone.The organizatio...
08/20/2026

One of the biggest mistakes we see physicians, PAs, and business owners make is trying to serve everyone.

The organizations that grow aren't always the ones working the hardest.

They're often the ones willing to get crystal clear on who they serve and why.

That's one reason we've enjoyed watching Hope Counseling Center's evolution under Kyle David's leadership. They made intentional changes to their priorities, branding, and the populations they serve.

Those aren't easy decisions.

In our own work, we've seen the same thing happen with medical practices and business owners.

The most successful ones aren't usually asking:

"How can we help more people?"

They're asking:

"Who can we serve exceptionally well?"

When that happens:

• Messaging becomes clearer.
• Referrals become easier.
• Growth becomes more intentional.
• The right opportunities start showing up.

As the only financial planning firm in the nation with an official partnership with the American Academy of Physician Associates, we've made similar decisions about who we serve best. Trying to be everything to everyone is a difficult business model. Becoming known for solving specific problems for specific people is often what creates real momentum.

Congratulations to Kyle David and Hope Counseling Center on being named Nonprofit of the Year.

But more importantly, congratulations on having the courage to evolve.

That's what sustainable growth looks like.

08/18/2026

$23 for feed + $150 duck house + $50 fence = $223 total cost for our new ducks.

If we sell the eggs, the IRS says those expenses may be deductible. As the owner of a financial firm, my team and I have seen many business owners and farmers use legitimate deductions for years. This summer, our family decided to try a small hobby farm of our own.

Two weeks later, we're getting three eggs a day—and we're glad we made the investment.

Budgeting for feed ($23 every month)
Comparing costs at the grocery store ($2.85–$5.87 per dozen) versus producing our own
Finding creative ways to reduce waste (my husband built a pump system that moves duck water directly to our garden)

It's amazing how quickly our kids made the ducks part of their daily routine. Every morning they're racing outside before breakfast to see the "quackies".

What a blessing it is to work alongside people who truly care about the future of healthcare.This week, we had the oppor...
08/14/2026

What a blessing it is to work alongside people who truly care about the future of healthcare.

This week, we had the opportunity to sit down with Freeman Health System's Family Medicine/Internal Medicine Chief Resident, Dr. Tammy Wicke, to map out next year's financial literacy education series for residents.

One thing is clear: Freeman is filled with passionate MDs and DOs who are deeply invested in helping residents succeed, both professionally and personally. By listening to resident feedback and working closely with leadership, we're able to build educational programs that address the real-world financial questions young physicians face during training and beyond.

We're excited to announce that we've already scheduled our financial literacy classes for next year and are looking forward to another year of providing practical, unbiased education on topics that matter most to residents.

Thank you to Dr. Wicke and the entire Freeman team for your partnership, collaboration, and commitment to supporting the next generation of physicians. The best programs happen when great people come together with a shared mission.

08/10/2026

$350,000 a year and he is worried it could be gone in a minute.

That's what Dr. Tinbu will earn after spending the last 10 years in medical school and residency.

He just signed his first physician contract, is fielding additional 1099 opportunities, and is already talking about opening his own practice within the next five years.

We're helping him build the foundation now.

Tax strategies.

Roth contributions while he's in a lower tax bracket.

Saving for his first home.

But there was one issue that kept him up at night.

Dr. Tinbu has nearly $250,000 in student loans.

If an injury or illness prevented him from practicing medicine, that debt wouldn't magically disappear. Many private lenders are not required to forgive student loans due to disability.

After investing 10 years into building a medical career, the possibility of losing his ability to earn an income concerned him more than almost anything else.

That's why disability income protection became a priority.

Today, instead of wondering how the bills would get paid if life took an unexpected turn, he and his wife Shannon can focus on much different conversations:

Which house to buy.

How aggressively to save.

When to launch that future practice.

And what life looks like now that the career he's spent a decade building is protected.

The best time to protect your income is before you need it.

If you're a Physician, Physician Associate, Nurse Practitioner, or other high-income professional, message "PROTECT" for a complimentary Income Protection Review. Let's identify the gaps before life finds them for you.

07/30/2026

A woman did everything right. Then she got sick.

She delayed taking Social Security until age 67 so she could receive a larger benefit for the rest of her life.

It was a smart financial decision.

Then she was diagnosed with terminal cancer.

Maria, a financial advisor with decades of experience, shared this story in Nashville last week. Our team and I are still talking about it.

She died without taking her social security. Apparently, she'd wanted to take it for 2 years and was going to travel the world with it. See her family.

As advisors, we build plans around goals, timelines, and probabilities. Life doesn't always cooperate.

What age would you like to start taking social security?

Address

1531 E Bradford Pkwy Suite 202
Springfield, MO
65804

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+14175015450

Website

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