One of our primary goals is to develop a long-term, trusting relationship with you.Learn More
One of the things that make financial advisors at FOUREST more effective is our independence.Learn More
Real-world insights and understanding that can help you better define your financial objectives.Learn More
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:
At FOUREST, our mission is to become your planning partner for life.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
One way to find money is to examine your current spending habits and eliminate money wasters.
A four-step framework for building a personal legacy.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn about cyber liability insurance in this entertaining video.
Agent Jane Bond is on the case, cracking the code on bonds.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
It’s never a bad time to speak with your financial professional about changes in your situation.
Making the most of surprises is a great reason to work with us.
Around the country, attitudes about retirement are shifting.