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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

Helpful Content

Comparing Investments

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

The Power of Interest - How Long Will it take My Money to Do

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Directors and Officers Liability Insurance

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

 

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

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How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Emergency Fund Calculator

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

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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