One of our primary goals is to develop a long-term, trusting relationship with you.Learn More
One of the things that make financial advisors at FOUREST more effective is our independence.Learn More
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:
At FOUREST, our mission is to become your planning partner for life.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Financial behaviors you learned from dad may be influencing your own confidence in managing money.
There are common mistakes you can avoid when saving for retirement.
A look at the new, record-high retirement contribution limits from the IRS.
Retirees traveling abroad need to know that their health insurance travels with them.
If you didn't show up tomorrow, would your employees be able to go it alone?
An overview of some fundamental steps when a loved one passes.
This calculator helps estimate your federal estate tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Taking your Social Security benefits at the right time may help maximize your benefit.
How will you weather the ups and downs of the business cycle?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
In life it often happens that the answers to our most pressing questions are right in our own backyards.