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

My Retirement Savings

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Top 5 Things to Tell Your Financial Pro

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

College Savings

College Savings

See how much you may need to save now to cover future college costs for your child.

 

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Women and Wealth: A Pivot Towards Retirement

Tips and strategies for women approaching retirement to ensure a smooth transition.

View all articles arrow

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

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.

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Taxable vs. Tax-Deferred Savings

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

View all calculators arrow

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

View all videos arrow