Fee-Only Financial Advice

A Conversation with Trishul Patel, CFP®, MBA

Trishul Patel, CFP®, MBA is a 100% virtual, fee-only financial planner serving clients locally in West Palm Beach, Florida, and across the country. Investing Forever Advisory provides 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®, MBA is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.

Financial Freedom, One Step at a Time.

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How Can I Help You?

Be Your Own Boss

We advise high-performance professionals in search of financial freedom sooner rather than later.

Clear Mission

Take control of your financial future without the need for an expensive middleman. We are virtual, and location independent.

Peace of Mind

Your best interests come first. We are fee-only. We are fiduciaries. And we will never accept commissions.

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Our Services

0.90%

Ongoing Financial Planning
Ongoing Investment Management
Both services, one price
Year-Round Access
Required Fee: 0.90% AUM ($2250/qtr min)*

5000

Comprehensive Financial Plan
One-Time Fee (add-on service)
Pressing Financial Issues
For Existing Ongoing Clients
Optional Fee: Starting at $5000*

[ Estate Planning | Insurance | Tax Planning | College Savings | And More…]

Simple Strategies. Sound Science.

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

Take the First Step Today

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.

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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Check Out Our Latest Podcast Episodes

#159. We need more humans. – The Mind Money Spectrum Podcast

How does a shrinking population affect the stock market?Stock market growth comes from economic growth plus leverage. Economic growth comes from population growth plus productivity growth. Population growth comes from fertility rates and immigration. But what happens when a population stops having children? What does that mean for the economy and, ultimately, the stock market?Aaron and Trishul walk through the data behind global population trends, using Japan as a cautionary example.Episode ReferencesMMS #157. What the hell is jobless growth?MMS #119. What if we live forever?Global GDPWorld PopulationGlobal Fertility RateUS PopulationUS Fertility RateJapan PopulationEurope Fertility RateData InsightsPew Research: Pop Growth in 100 YearsLife ExpectancyBirth Rate By CountryGDP By CountryFertility RatesLargest Countries by GDPNIKKEIACWIAaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Bay Area Financial Planner with GraystoneAdvisor.com, and Trishul is an East Coast Wealth Manager (InvestingForever.com). MindMoneySpectrum.com and YouTube.