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
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Estate Strategies to Grow Wealth for Generations
Discover the strategies you can use to protect your estate, reduce risk, and help grow your wealth for future generations.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
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.
Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
The Many Ways to Measure Inflation
Different inflation indexes may tell different stories. Here's what that could mean for you.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
View all calculators
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Forecast
This short video helps explain why markets can be as unpredictable as the weather.