Larry Nimbach, CFA, Financial Adviser with Momentum Capital Group, LLC

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Denver, CO
Larry Nimbach, CFA, Financial Adviser with Momentum Capital Group, LLC

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I am a Financial Adviser offering securities products and services through Eagle Strategies LLC. Tower 2 Ste 1100 Denver, CO 80222 (303) 744-2000.

At Momentum Capital Group, LLC, we understand the unique challenges and opportunities that come with being a medical professional or small business owner. We have the experience and resources to design a financial plan that fits your needs, helping you to achieve your financial goals. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered 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. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

2000 S Colorado Blvd. 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 Momentum Capital Group, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Momentum Capital Group, LLC is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions. CA ins lic #4139631

10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/4Bx2Li7

If you have questions about your own beneficiary choices, send me a message.

10/27/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

10/17/2026

10/15/2026

**You've worked hard to build what you have. Make sure your strategy is built to keep up with it.**

Financial relationships can last for years, sometimes simply because they've always been there.

But as your wealth grows, it's worth occasionally asking whether the advice you're receiving has grown with you.

Are you getting proactive ideas?

Does your advisor understand your entire financial picture?

Are your investments, retirement strategy, estate planning, and other priorities being considered together?

Changing advisors doesn't have to be complicated.

Sometimes the first step is simply understanding what other options are available.

*Educational content only. Not tax, legal, or investment advice.*

10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/4zCw4hK

If it gets you thinking about your own plans, send me a message.

10/13/2026

**Your wealth deserves more than a one-size-fits-all experience.**

As your financial life grows, the relationship you have with your advisor becomes increasingly important.

You should expect more than investment recommendations and periodic portfolio reviews.

You should expect someone who understands your family, your goals, your business, and what you're ultimately trying to accomplish.

Good advice should feel personal.

Because your financial plan should be built around your life, not around a model.

*Educational content only. Not tax, legal, or investment advice.*

10/08/2026

**When was the last time your financial advisor called you with an idea, instead of an update?**

Market updates and portfolio reviews are important, but they shouldn't be the entire relationship.

Good financial advice should also be proactive.

That could mean identifying an opportunity, anticipating a potential problem, revisiting an old strategy, or simply asking whether your goals have changed.

As your financial life becomes more successful, you should expect the advice you receive to evolve with it.

Your advisor shouldn't just help you understand what's happening.

They should help you prepare for what's next.

*Educational content only. Not tax, legal, or investment advice.*

Address

3200 Cherry Creek South Drive Suite 700
Denver, CO
80209

Telephone

+15865309105

Website

http://www.mcgplanning.com/

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