Broker Check
NO ONE STRATEGY FITS EVERYONE OUR TEAM APPROACH UNDERSTANDING YOUR GOALS PURSUING YOUR DREAMS

Caring

One of our primary goals is to develop a long-term, trusting relationship with you.

Learn More

Independent

One of the things that make financial advisors at FOUREST more effective is our independence.

Learn More

Practical

Real-world insights and understanding that can help you better define your financial objectives.

Learn More

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

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

How Much Home Can I Afford?

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Women on the Rise

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

 

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.

Understanding ETFs: Building Blocks of Modern Investing

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

View all articles arrow

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.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Credit Card Payoff

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

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

View all calculators arrow

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

When Do You Need a Will?

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

What to Do When You Lose Your Wallet

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

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

When Markets React

When markets shift, experienced investors stick to their strategy.

View all videos arrow