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.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Learn about the average American budget in this fun and interactive piece.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Do your insurance needs stay the same when the nest empties?
Medicare’s popular program, offering free gym membership and health education.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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.
How federal estate taxes work, plus estate management documents and tactics.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
It's easy to let investments accumulate like old receipts in a junk drawer.
There are three things to consider before dipping into retirement savings to pay for college.
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.