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
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
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."
Preserve, Grow, and Give: Year-End Wealth Planning
Help preserve, grow, and pass on your wealth and legacy to future generations through smart year-end planning strategies.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
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Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
College Savings
See how much you may need to save now to cover future college costs for your child.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Emerging Market Opportunities
What are your options for investing in emerging markets?
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.