Matt Stagner
West Des Moines, Iowa 50266
• Financial Planning: Creating a thorough financial plan requires forward thinking, a strong sense of your ideal future, and flexibility as you navigate new life stages and events.
• Investment Management: Foster Group’s investment management approach is both evidence-based and client-focused.
• Strategic Insurance Analysis & Consulting: a key part of the Foster Group financial planning process. And since we don’t sell insurance or any other commission-based products, there are no additional fees for the service.
• Charitable Giving & Estate Planning: Our team at Foster Group wants to help impact the people and purposes most important to you.
Matt’s broad expertise and experience include:
• Special needs planning and unique solutions, including special needs trusts and ABLE accounts
• Navigating Social Security, Medicare, Medicaid, Supplemental Security Income and other Government benefits
• Caring for aging loved ones and veterans with disabilities
• Trust and estate planning
• Investments
• Advanced retirement concepts and planning strategies
• Employee benefits and retirement plans
Matt Stagner is a Lead Advisor at Foster Group. He has over two decades of experience in financial planning and wealth management. Matt is passionate about working with underserved populations and helping clients and their loved ones achieve financial independence.
Matt has become a nationally recognized subject matter expert, speaker, and advocate for the disability community. His work has been featured in Investment & Wealth Monitor Magazine, Financial Advisor Magazine, MarketWatch, and other leading publications. He holds a number of industry designations, including the CFP®, ChFC®, AIF®, CPFA®, ChSNC®. Matt graduated with a degree in Personal Financial Planning from the University of Missouri and an MBA from Webster University.
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