Personal A financial advisor can help you understand and choose from among a variety of products that put you on a sound financial footing now and offer you and your family financial security for the future, even after you are gone. You might consider life insurance, which allows you to create an instant estate plan. You might be interested in a plan that covers your mortgage, takes care of your family, or gives you other coverage should you suffer a critical illness or disability. You might be looking for the best possible plan for your retirement. A financial advisor can plan with you and give you the tools to ensure you have a secure future.