Summerlin Benefits Consulting Q&AAnswer
Oct 18, 2024 - 10:11 AM
It's crucial to understand the key details in your financial plan, but many plans are filled with excessive regulatory paperwork, which can feel overwhelming. Often, only a small portion focuses on your strategy and investment choices, while the rest covers mandatory compliance and fee breakdowns. A good advisor should simplify these documents, explaining the essential parts clearly. If your advisor leaves you feeling confused or doesn't focus on your specific needs, it may be time to consider a change to someone who prioritizes clarity and your goals.
