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
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
Year-End Financial Moves to Maximize Your Momentum
Use these year-end financial strategies to help reduce taxes, protect assets, and move into the new year with momentum.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
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Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
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.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
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The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.