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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

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Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

The Fed and How It Got That Way

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Lifetime of Earnings

Lifetime of Earnings

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

 

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.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

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The Power of 401k Catch-Ups

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

Debt vs. Investment

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

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

How Much Home Can I Afford?

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

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

Top 5 Things to Tell Your Financial Pro

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

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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