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Stephen McGoff, NSSA® Advisor · St Louis, MO

A professional headshot of Stephen McGoff, Financial Planner of Fortress Retirement Planning in St Louis, MO

Stephen McGoff

Financial Planner, Fortress Retirement Planning

111 West Port Drive, Suite 637
St Louis, MO 63146

314-681-6895

NSSA® Certified

Professional Profile

Stephen McGoff is a dedicated Financial Planner at Fortress Retirement Planning in St. Louis, MO, with 12 years of experience helping retirees, near-retirees, and business owners navigate their financial futures. His holistic approach to financial planning sets him apart, as he skillfully integrates Social Security claiming decisions with various income sources to maximize income and minimize taxation. This strategic focus ensures that his clients achieve their financial goals while enjoying a secure retirement.

As a St. Louis native, Stephen understands the unique needs of his community and is committed to providing personalized financial guidance tailored to each client's circumstances. He believes that planning for retirement should be a collaborative and transparent process, which is why he offers complimentary initial meetings without any financial commitments or decisions required.

Stephen McGoff has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.

Whether you're nearing retirement or looking to optimize your business assets, Stephen McGoff is here to provide expert advice and trusted support. Let his knowledge and experience guide you toward a more secure financial future.

Disclosure

Altruist as custodian.

Contact Stephen

Why ARPI-Certified

How an ARPI-Certified Advisor Can Help You

ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.

Avoid Costly Claiming Mistakes

Social Security rules are complex — small missteps can cost thousands in lost benefits. An ARPI-certified advisor ensures you make informed decisions and avoid costly errors.

Holistic Retirement Planning

Your Social Security strategy doesn’t exist in isolation. An ARPI advisor integrates it with your full retirement plan so your assets work together toward a secure future.

Personalized Guidance You Can’t Get Elsewhere

The Social Security Administration provides information — not strategy. An ARPI-certified advisor delivers tailored solutions based on your unique circumstances and goals.