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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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Deciding When to Take Social Security

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See how your current savings rate and contributions may grow into retirement income.

Top 5 Things to Tell Your Financial Pro

Top 5 Things to Tell Your Financial Pro

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Global vs. International: What’s the Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

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Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

What It Takes to Become an Accredited Investor

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Use this handy calendar to remember the year’s most important financial dates.

Good Health is Good Business

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Find out how large your emergency fund should be based on your monthly expenses.

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Compare the long-term financial outcomes of renting versus buying a home.

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

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Compare different mortgage term lengths side by side to find the option that fits your budget.

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See what it takes in monthly contributions and time to reach a million-dollar savings goal.

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The average retirement lasts for 18 years. What will you do with your days?

What to Do When You Lose Your Wallet

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

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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