A financial advisor can definitely help you find investments that are tailored to your individual needs, goals, and risk tolerance. Here’s how they typically assist:

1. Understanding Your Goals

They’ll start by discussing your financial goals—such as retirement planning, buying a home, funding education, or building wealth.

2. Assessing Your Risk Tolerance

They evaluate how much risk you’re comfortable taking, which helps determine the types of investments (e.g., stocks, bonds, mutual funds) that are suitable for you.

3. Creating a Personalized Investment Strategy

Based on your goals, time horizon, income, and risk profile, they develop a strategy that may include a mix of asset classes.

4. Ongoing Monitoring and Adjustments

Markets and life circumstances change. A good advisor will monitor your portfolio and recommend adjustments as needed.

5. Tax and Estate Planning (Optional)

Some advisors also help with tax-efficient investing and long-term planning for wealth transfer or estate matters.