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’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 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.

PLEASE SEE IMPORTANT DISCLOSURE INFORMATION at www.fostergrp.com/disclosures. A copy of our written disclosure Brochure as set forth on Part 2A of Form ADV is available at www.fostergrp.com.

Firm Description

Making Financial Lives Truly Cared For® Since 1989

Founded by Jerry Foster in 1989 as Retirement & Investment Advisors, Foster Group has always been committed to encouraging lives of meaning and generosity for our team, our clients, and our communities.

The firm adopted a fee-only compensation model in 1992 to effectively eliminate the potential for conflicts of interest and give clients confidence that the advice we deliver is always in their best interests. Assets under management surpassed $100 million in 1997. And in 2001, the firm’s name was officially changed to Foster Group.

Today, Foster Group is a privately held, independent, fee-only financial planning and investment management firm. We are headquartered in West Des Moines, Iowa, with a regional office in Omaha, Nebraska. Our 24 shareholders* are active in the firm and represent multiple age groups. They have been selected intentionally to ensure that the level of service our clients receive today can be delivered and improved upon for generations to come.

PLEASE SEE IMPORTANT DISCLOSURE INFORMATION at www.fostergrp.com/disclosures. A copy of our written disclosure Brochure as set forth on Part 2A of Form ADV is available at www.fostergrp.com. *Data as of 7/1/2023.

Hours

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