Understanding Your Goals
Founded in 1986, Larimer Capital is a well-respected financial planning and wealth management firm. We have built a dedicated team of experienced and knowledgeable advisors whose mission is to serve the diverse needs of private business owners and individual investors through the creation of individually designed financial strategies.
We serve clients who come from a variety of backgrounds and represent all stages of wealth accumulation, retirement and legacy planning. They are people who are genuine, forward thinking, proactive, open minded and place a high value on the planning process. They tend to be “builders” who are interested in the legacy they leave the world and their family, not only in financial terms, but in personal ones as well.
As advisors to such people, we have found the most important attributes we provide are the principles of objectivity, transparency, commitment to our planning process, a collaborative approach and unwavering client service. These attributes are the foundation of our mission and what drives us as we help guide our clients in reaching their financial goals with confidence.
Contact UsHelpful Content
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
How Income Taxes Work
A quick look at how federal income taxes work.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.