Stephen McGoff, Social Security Planning Specialist
Stephen McGoff
Financial Planner, Fortress Retirement Planning
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.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.