Caring
One of our primary goals is to develop a long-term, trusting relationship with you.
Learn MoreIndependent
One of the things that make financial advisors at FOUREST more effective is our independence.
Learn MorePractical
Real-world insights and understanding that can help you better define your financial objectives.
Learn MoreWelcome 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
Helpful Content
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
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Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
View all calculators
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.