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

Your Shifting Risk Tolerance

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

Buying a Home

Buying a Home

A look at what you need to think about when buying a home.

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

 

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.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

View all articles arrow

Credit Card Payoff

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

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

How Much Home Can I Afford?

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

The Power of 401k Catch-Ups

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

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

View all calculators arrow

Saving for College 101

Here's a crash course on saving for college.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

What to Do When You Lose Your Wallet

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

Surprises

Making the most of surprises is a great reason to work with us.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

View all videos arrow