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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

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Don’t overlook the need for renter’s insurance if you rent your home.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

Estate Management Checklist

Estate Management Checklist

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

 

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

How Big is Money?

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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.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

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How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Should You Tap Retirement Savings to Fund College?

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

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