Summerlin Benefits Consulting Q&AAnswer
Oct 17, 2024 - 10:34 AM
Financial documents from your advisor can feel overwhelming because most of the content is driven by regulatory requirements. While only a few pages focus on your actual strategy and investment choices, the rest includes essential disclosures, fee breakdowns, and compliance details mandated by law to ensure transparency and protect you.
This volume may seem excessive, but it’s meant to safeguard you by providing all the information required for informed decision-making. That said, your advisor should simplify the important points and explain the key takeaways clearly. If you feel they aren’t doing so, it may be worth considering a new advisor who communicates more effectively and focuses on your needs.
