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
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Emerging Market Opportunities
What are your options for investing in emerging markets?