Advisory

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Fee-Only Wealth Management

Trishul Patel is a Hummelstown, PA Fee-Only wealth manager serving clients locally and across the country. Investing Forever Advisory provides project-based and ongoing financial planning and investment management solutions designed to help high-performance professionals obtain financial freedom sooner rather than later. Investing Forever Advisory serves clients as a fiduciary and never earns a commission of any kind.

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Be Your Own Boss

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Your Goals, Your Way

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Clear Mission

We advise high-performing professionals in search of financial freedom. Take control of your financial future without the need for an expensive middleman.
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Customized Solutions

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Trusted Advice

Virtual, comprehensive financial planning, and investment management built upon a modern architecture. We are fee-only. We are fiduciaries. And we will never accept commissions. This means your best interests come first.
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Financial Independence

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One Step at a Time

Whether a short-term goal or a long-term plan, take the first step on the path to financial freedom. Our goal is to empower you with the right tools, the right plan, and the proper guidance to make your dreams a reality.

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Empower Success

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Investment Check-Up

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Financial Check-Up

– Starting at $400*
– One-Time Fee
– Pressing Investment Issues
– Actionable Recommendations
– Starting at $400*
– One-Time Fee
– Pressing Financial Issues
– Quick Turnaround
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Ongoing Investment Management

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Ongoing Financial Planning

– Starting at $175/year*
– Billed Quarterly
– Hands-On Management
– Long-Term Focus
– Starting at $150/month*
– Billed Monthly
– Continual Support
– Year-Round Access
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Investment Solutions

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Financial Solutions

Portfolio Management
Risk Management
Portfolio Analysis
Asset Allocation
Fee Analysis
Performance Reporting
Rebalancing
Tax-Loss Harvesting
Cash Flow and Debt Management
College Savings
Employee Benefits Optimization
Estate Planning
Financial Goals
Insurance
Retirement Planning
Tax Planning Strategies

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Get Started Today

Not sure how to begin? No problem. Schedule a free, no obligation 60-Minute Quick Start consultation with me, and we’ll go from there.

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* Note: Fees contingent upon complexity and assets involved in your specific situation.