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
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Why Do Renters Have to Save More?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
The Many Ways to Measure Inflation
Different inflation indexes may tell different stories. Here's what that could mean for you.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.