Trishul Patel, CFP® is a 100% virtual, fee-only financial planner serving clients locally in West Palm Beach, Florida, 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 security and freedom sooner rather than later. As a fee-only, fiduciary, and independent financial advisor, Trishul Patel, CFP® is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.
We advise high-performing professionals in search of financial freedom sooner rather than later.
Take control of your financial future without the need for an expensive middleman. We are virtual, and location independent.
Your best interests come first. We are fee-only. We are fiduciaries. And we will never accept commissions.
[Retirement Planning | Investment Analysis | Estate Planning | And More…]
* Note: Fees contingent upon complexity and assets involved in your specific situation.
I think, live, and breathe finance, but that doesn’t mean that you have to. Let’s see what we can come up with together, one plan at a time, and one step at a time.
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Timing the markets can lead your portfolio into a hole so deep that not even the best money managers can overcome. Given the long-term trends in the market are to go up over time, why not try to aim to be invested and stay invested sooner rather than later? Let’s explore why this line of reasons may make the most sense for you.
A third stimulus bill was passed by and signed by President Biden on March 11, 2021. This bill aims to provide support as our national vaccination effort leads us to a saturation point (i.e., heard immunity), expected sometime in the summer of this year. So with all this federal spending, will the Government’s house of cards come crashing down soon after the coronavirus loosens its grip? Let’s explore where our real concerns should lay given all this.
Once you’ve created your Trust documents, there are three important steps to consider. First, you’ll need to sign and execute your Trust documents. Second, you’ll want to fund your Trust with your most valuable assets. Finally, you’ll want to perform periodic check-ups to ensure that your Trust is up to date.
We might be in the thick of things from many perspectives, and without doubt, disruption to daily life around the planet continues unabated. Given all this, in this post, we’ll cover where we are, how we got here, and where we might go from here.
Now that we’ve explored some key differences between Wills and Trusts, and we’ve covered some important terminology, let’s look into why a Revocable Living Trust might make sense for you.
Finance is often simple concepts and easy math wrapped around complicated lingo and terminology. The same goes for Estate Planing. This post will break down some of the most commonly used terms and phrases that you might encounter as you build and create your Estate Plan.
Investing Forever Advisory 