John B. Goff

RETIREMENTOME SOLUTIONS

ANN ARBOR, MI 48104

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CRD#: 2483016

Professional summary

John Burton Goff, CFP® is a registered financial advisor currently at RETIREMENT INCOME SOLUTIONS, INC. located in Ann Arbor, Michigan.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. John has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

M4P Partners, LLC 2301 Platt Road, Suite 300 Ann Arbor, MI 48104 Real estate holdings company that is non-investment related. 25% ownership / Partner. Start date of July 2016. 1 hour spent a month on this business and 0 hours devoted during trading hours. Executive decision-making duties. 11249 Hyde Point Court LLC 2301 Platt Road, Suite 300 Ann Arbor, MI 48104. Real estate holdings company that is non-investment related. 100% ownership / Partner. Start date of July 2018. 1 hour spent a month on this business and 0 hours devoted during trading hours. Executive decision-making duties.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Burton Goff's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

August 25, 2010 - Present

RETIREMENT INCOME SOLUTIONS, INC.

Office #1: 2301 Platt Road Suite 300, Ann Arbor, MI 48104

RIA

CRD#: 110145

ANN ARBOR, MI

Past

August 3, 2006 - August 6, 2010

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

ANN ARBOR, MI

Past

March 24, 2005 - October 25, 2005

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

ANN ARBOR, MI

Past

November 16, 2004 - March 24, 2005

TIAA-CREF TRUST COMPANY, FSB

RIA

CRD#: 108579

ST. LOUIS, MO

Past

May 27, 2003 - August 6, 2010

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

ANN ARBOR, MI

Past

January 29, 2002 - December 11, 2002

SUNSET FINANCIAL SERVICES, INC.

CRD#: 3538

KANSAS CITY, MO

Past

August 20, 2001 - October 1, 2001

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

Past

August 7, 1997 - December 31, 1998

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

CHARLOTTE, NC

Past

January 23, 1995 - September 23, 1996

FORTH FINANCIAL SECURITIES, CORPORATION

CRD#: 14363

RICHMOND, VA

Past

May 6, 1994 - January 12, 1995

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

May 6, 1994 - January 12, 1995

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RETIREMENT INCOME SOLUTIONS, INC.

CRD#: 110145 / SEC#: 801-71319

RIA

Registered Investment Advisory firm - (4/12/2010 Approved)

California

Registered Investment Advisory firm - (4/29/2010 Terminated)

Illinois

Registered Investment Advisory firm - (3/18/2010 Terminated)

Texas

Registered Investment Advisory firm - (3/24/2010 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(8/25/2010)

IAR

Texas
(4/4/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/15/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/6/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/11/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/2/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

RETIREMENT INCOME SOLUTIONS, INC.

CRD#: 110145 / SEC#: 801-71319

RIA

Registered Investment Advisory firm - (4/12/2010 Approved)

California

Registered Investment Advisory firm - (4/29/2010 Terminated)

Illinois

Registered Investment Advisory firm - (3/18/2010 Terminated)

Texas

Registered Investment Advisory firm - (3/24/2010 Terminated)

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Contact information

Main Address

2301 Platt Road Suite 300, Ann Arbor, MI 48104

Mailing Address

Phone number

(734) 769-7727

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RIS ADV 3.27.2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,268
AUM (Assets Under Management)	$ 2,656,768,805

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/07/2025	Cover Page	Report
10/09/2024	Cover Page	Report
10/10/2023	Cover Page	Report
12/03/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

John B. Goff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Burton Goff's CRS (Customer Relationship Summary).

Certified licenses

Experience

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF TRUST COMPANY, FSB

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

SUNSET FINANCIAL SERVICES, INC.

1717 CAPITAL MANAGEMENT COMPANY

UVEST FINANCIAL SERVICES GROUP, INC.

FORTH FINANCIAL SECURITIES, CORPORATION

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

RETIREMENT INCOME SOLUTIONS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/15/2004

Series 63

Date: 5/6/1994

Series 7

Date: 10/11/2004

Series 6

Date: 5/2/1994

Current Firm

RETIREMENT INCOME SOLUTIONS, INC.

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

RETIREMENT INCOME SOLUTIONS, INC.

TRUST BUT VERIFY

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