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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Some of the content of this website has been provided by FMG Suite, a third-party marketing provider. FMG Suite is not associated with Sorelle and Sorelle does not take any responsibility for any inaccuracy of materials provided by FMG Suite. The opinions expressed and materials provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

Sorelle Wealth Partners is a financial advisory practice affiliated with Savvy Advisors, Inc., an SEC-registered investment adviser. Advisory services are only offered to clients or prospective clients where Savvy Advisors, Inc. and its representatives are properly licensed or exempt from licensure.

Savvy Advisors, Inc. (“Savvy”) is an investment adviser headquartered in New York, NY at 111 West 33rd Street, Unit 1410, New York, NY 10001. Savvy Advisors is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Savvy Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Savvy Advisors’ website (referred to herein as the “Website”) is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as Savvy Advisors’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Savvy Advisors with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

Sorelle Wealth Partners may describe its services as “fee-only” based on the fact that it receives compensation solely from asset-based advisory fees for its advisory services. However, investment advisory services are provided through Savvy Advisors, which receives additional forms of compensation from sources other than asset-based advisory fees. As a result, Savvy is considered “fee-based” under CFP Board® guidelines.
Clients should understand that advisory services are provided by Savvy, and Savvy’s overall compensation structure includes revenue streams beyond asset-based fees. Additional information regarding fees, compensation, and potential conflicts of interest is available in Savvy’s Form ADV.