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Caring

One of our primary goals is to develop a long-term, trusting relationship with you.

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Independent

One of the things that make financial advisors at FOUREST more effective is our independence.

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Practical

Real-world insights and understanding that can help you better define your financial objectives.

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Welcome to FOUREST

An independent financial planning firm that designs customized solutions for individuals, families and closely held businesses.

Our client relationships are built on four key values:

  • Trust
  • Integrity
  • Service
  • Independence

At FOUREST, our mission is to become your planning partner for life.

5350 S. Roslyn Street, Suite 370

Greenwood Village, CO 80111

Phone (720) 836-7211 • Fax (720) 836-7204

Toll free (877) 725-8612

info@thefourest.com

Helpful Content

Long-Term-Care Protection Strategies

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

What Is the Dividend Yield?

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

 

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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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.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Saving for College 101

Here’s a crash course on saving for college.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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