Aaron Gose, Principal at Engineer's Financial Group LLC

Aaron Gose, Principal at Engineer's Financial Group LLC We specialize as a private wealth management firm for the engineering market. We give you straightforward advice to accomplish your goals.

Our clients want to truly understand why and how to make the best decision for your finances. While I do business with a variety of clients, I specialize my financial practice to help those who have changed jobs and want to ensure their financial resources are organized and efficient. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registere

d Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through
NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am not licensed in all jurisdictions. CA Insurance License #4173190
Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Registered branch address:
10885 NE 4th St, Unit 1400
Bellevue, WA 98004
Phone: 720-666-7442
Email: [email protected]

Neither Engineer's Financial Group LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Engineer's Financial Group LLC is not owned or operated by New York Life Insurance Company or its affiliates.

11/21/2025
Do you know what Starbucks, Apple, and the   have in common?It's pretty clear those three organizations are in drastical...
05/28/2025

Do you know what Starbucks, Apple, and the have in common?

It's pretty clear those three organizations are in drastically different fields.

They offer different products and services.

They're at very different price points.

What they all have in common is !

When you make your 'regular order' at Starbucks, you know what you're going to get; no matter which of the million locations your order is from.

When you buy an Apple product, you know that the ecosystem will function beautifully no matter which device you have!

When you call 911, you know a team of highly-skilled professionals will be coming to you with one goal in mind; your safety.

That consistency is what makes any organization great.

That's our simple message. When you meet with the Engineer's Financial Group LLC, you know you'll get the consistent, high-quality advice and management of your total financial picture using the engineering-design process.

It's financial engineering.

For engineers. By engineers.
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Views and opinions of Engineer's Financial Group LLC are for educational purposes only. We'd love your support with an interaction and follow as we continue to grow and help the engineering community! To learn more about who we are and what we do, visit engineersfg.com

Thank you and have a great day!

😧 When you wake up after a three-day-weekend only to realize you ‘forgot to relax’. Kaila is definitely feeling it this ...
05/27/2025

😧 When you wake up after a three-day-weekend only to realize you ‘forgot to relax’.

Kaila is definitely feeling it this morning.



A wonderful night at the museum of flight in Seattle to support After-School All-Stars.This incredible non-profit provid...
05/16/2025

A wonderful night at the museum of flight in Seattle to support After-School All-Stars.

This incredible non-profit provides safe and structured after-school programs for middle-school students in our community. Whether learning how to build confidence as a growing person or find their passion in sports, , dance, and so much more, this organization makes that possible!

Thank you for having us now and in the future.

Here's to the next generation of engineers!





..the planes don't come alive after midnight unfortunately! ✈️

🎣 I can count on one hand the amount of times I've been fishing.Imagine...You're new to fishing.You grab a rod, some bai...
05/14/2025

🎣 I can count on one hand the amount of times I've been fishing.

Imagine...
You're new to fishing.
You grab a rod, some bait, and get ready to cast.
Your bait is in the water, but nothing is catching.

You don't know why?!

The questions you should ask yourself...
Do I have the right bait?
Am I fishing the right place?
Is there something missing?

Those are just the start of your questions and they're easy to solve.

This past weekend, I went fishing for the first time in a long time and I had a wonderful guide!

Drew knew where to fish.
Drew knew what bait to use this time of year.
Drew knew the fishing spots for the best catch.

He made the experience way more efficient and enjoyable!

If we get help from people who have great experience in what we are trying to learn, we will be guided to the best possible outcome.

The same thing goes in any aspect of our lives.
House shopping!
Investment planning!
Getting that next great role!..and everything inbetween.

So, are you going to fish alone or spend some time with a guide to help you get the most out of your experience?






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Views and opinions of Engineer's Financial Group LLC are for educational purposes only. We'd love your support with an interaction and follow as we continue to grow and help the engineering community! To learn more about who we are and what we do, visit engineersfg.com

Thank you and have a great day!

🏅 A dream written down with a date becomes a goal. A goal broken down into steps becomes a plan. A plan backed by action...
01/24/2025

🏅 A dream written down with a date becomes a goal.

A goal broken down into steps becomes a plan.

A plan backed by action becomes reality.

I love helping engineers create a better reality!

I need to thank you; the nearly 150 engineering households that my team works for!

Without your trust and support of what we do, we wouldn’t be here today accepting the 2024 New Associate of the Year award and many more, in the Colorado office.

I am so incredibly fortunate to love what I do each day and for the incredible support I’ve had along this journey.

I cannot wait to share what is coming soon!

In the words of one of my many mentors, Heidi, “the best is yet to come!”

Have a wonderful weekend!



🚒 I have always believed that helping others is the most important thing we can do with our time. Whether as a career, v...
01/21/2025

🚒 I have always believed that helping others is the most important thing we can do with our time.

Whether as a career, volunteering, or one-off moments in our day, we have no idea the impact that our actions can have on someone who may be having the worst day of their lives!

One of the ways I decided to help is through volunteering.

For the past few years, I've spent a few days each month with my community's fire department.

I was trained through orientation classes, state certified fire and hazmat academies, and many months on the job.

I had no prior experience, similar to many others.

Based on the data directly from FEMA.gov, 69.8% of all firefighters in the United States are volunteer!

Our local communities need our help!

If you're interested in getting involved, in any capacity, research what departments near you are looking for help.

You never know when you might help someone through their worst!

Here's our call list (publicly visible, provided by PulsePoint) over the last 24 hours.



🇧🇸   is in full swing this week in the Bahamas! We’re hearing the stories and learning incredible lessons from the top a...
01/14/2025

🇧🇸 is in full swing this week in the Bahamas!

We’re hearing the stories and learning incredible lessons from the top advisors in the industry on how we navigate and prepare for the uncertainty ahead so we can continue to help our incredible engineering clients across the US.

With the support of our partners, fellow advisors, and home office members, we continue to build an education-first approach as what we do directly impacts the people we help for the better.

Here’s to my incredible wife Michelle, for being my rock along the way!



Did you know?!  and  /NSO plans are some of the most confusing benefits that most engineers will face in their career? Y...
01/06/2025

Did you know?!

and /NSO plans are some of the most confusing benefits that most engineers will face in their career? Yet it makes up a very large portion of total comp!

There's a major lack of education in the engineering market on how to efficiently navigate your specific benefits so you don't leave value on the table!

My team specializes in engineers just like you, as we were engineers just like you!

We start with an education-first approach to make sure you understand 'how' and 'why' we do what we do!

Let's meet for an introduction ( https://calendly.com/agose -> Intro ) and we'll show you why over 130 engineering families in the past 4 years, love what we do!


#2025

🏀 Constant optimizations are key to everything in life!The more we pay attention to what works, and more importantly wha...
12/09/2024

🏀 Constant optimizations are key to everything in life!

The more we pay attention to what works, and more importantly what doesn't work the better we can perform at whatever the goal.

Take professional basketball with the NBA as an incredible example.

In 2000, here is the distribution of every shot attempted, and see just how random some of the locations are!

Then in 2023, notice how all of the 'non-optimized' shots have essentially been removed from play.

Unfortunately, it makes the game less entertaining as it's pretty predictable where the players are going to attempt their shot, however, the games are seeing higher point values as more of those shots are optimized and thus getting points!

The same goes to your personal finances.

It shouldn't be 'fun', in the traditional sense.

It should be 'optimized' for your best outcome at the end as well as along the way!

That's why we always start the process with an introduction and eduction. We teach you how we optimize planning so you understand how and why we make our decisions!

It may be less 'fun', but the outcome will be far better for everyone involved.

Grab a time on our calendar and we'll meet for an introduction and some education!

https://calendly.com/agose

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Here's to having an optimized week ahead!

Happy Monday!





The only people to behave sensibly are those who are constantly checking their work.When you go to the tailor to get a n...
12/03/2024

The only people to behave sensibly are those who are constantly checking their work.

When you go to the tailor to get a new suit, they take new measurements. They don't rely on the measurements from your previous visit and expect, with any certainty, that you will fit the same.

The same goes for the planning industry.

Each time we sit down with a client, we're updating our financial measurements.

We may have met a few months ago to review or we may have met years ago, but we know that change is the only constant so we must recheck measurements to be certain we're still doing the best that we can for you!

What are some of these important items to double check the measurements?

RSUs?
ISOs?
NSOs?
401s?
Coverages?
Contributions?..and so much more!

When was the last time your advisor took updated measurements?




🦃 We want to thank you, the engineering community, for your friendship, trust, and generosity.Over the past four years, ...
11/28/2024

🦃 We want to thank you, the engineering community, for your friendship, trust, and generosity.

Over the past four years, we've helped each other grow.

We've helped each other learn new skills.

We've helped each other through the good and hard times.

So thank you.

It has been a journey that is only just beginning and our team looks forward to a bright future together.

Have a wonderful Thanksgiving.




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Denver, CO

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