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
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
6 Smart Wealth-Building Money Habits to Start Early
Learn 6 smart money habits that can help you save more, spend wisely, and start building wealth now.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
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Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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.
College Savings
See how much you may need to save now to cover future college costs for your child.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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Forecast
This short video helps explain why markets can be as unpredictable as the weather.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Business Cycle
How will you weather the ups and downs of the business cycle?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.