Disclosures
Important information about our services.
Advisory Services
Advisory services are offered through Sowell Management, a registered investment adviser. Ryan Busler is an investment adviser representative of Sowell Management. Registration as an investment adviser does not imply a certain level of skill or training.
Not a Government Entity
Navigating Capital and Sowell Management are not affiliated with, endorsed by, or acting on behalf of the Social Security Administration, the Centers for Medicare & Medicaid Services, or any other government agency.
Investment Risk
All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. No strategy, including diversification or asset allocation, can guarantee a profit or protect against loss in declining markets.
No Tax or Legal Advice
Information on this website is for general educational purposes only and is not intended as individualized investment, tax, or legal advice. Please consult your tax or legal professional regarding your specific situation.
Custody
Client assets are held by an independent qualified custodian. Navigating Capital does not take physical custody of client funds.
Insurance Products
Medicare and insurance products offered through Navigating Medicare are separate from advisory services offered through Sowell Management.
Form ADV & Brochure
A copy of Sowell Management’s Form ADV Part 2 brochure and Form CRS is available upon request by calling 405-256-3342 or emailing ryan.busler@savvyadvisor.com. You can also research advisers at adviserinfo.sec.gov.