OUR DIFFERENCEis in the details

Finding the right advisory team to serve as your trusted partner is essential for your financial independence and well-being. Here are the ways we stand out – and the reasons why you should give serious consideration to us.

We are a full-service financial planning and investment firm. Our practice is based in Seattle, and we offer the comprehensive service of the big New York names – but with the personal service of a local family-owned business.

The Cossé Financial Independence Group has served as a trusted source for diligent research and analysis that drive results designed to help maximize investment outcomes.

From the very beginning, our objective has been to offer select clients personalized investment services in an unhurried atmosphere. Our clients enjoy a high level of attention and service that makes them active partners in managing their portfolios.

We take an active approach to investing, conducting intensive research and ongoing technical and performance analysis of equities. We understand the art and discipline of selling in addition to buying. Every firm on Wall Street can tell you when to buy. We take pride in the art and discipline of recommending when to sell, as well.

As our client, you will partner with us as we strive for the greatest possible financial gains in balance with acceptable levels of risk. You can receive a weekly update on our current portfolio strategy through our clients-only hotline.

We will act as your all-encompassing financial coordinator, looking at the total picture in all aspects of your financial health. We can partner with you to manage your basic retirement, your estate and tax matters. On those occasions where additional technical expertise is called for, we can recommend additional trusted professionals to assist you.