
Financial Planner, Fortress Retirement Planning
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.
Altruist as custodian.
ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.