Financially speaking, what is most important to you?

Would you be able to cover a $1,000 unexpected expense in cash?

Items such as a hospital bill, air conditioner issue, car repair, etc.

Does your employer offer a 401(k)/403(b) match program?

401(k)s and 403(b)s are employer or government sponsored retirement accounts. Some employers match employee contributions up to a certain amount.

Are you taking advantage of the full match?

Participating in your company’s full match is free money you don’t want to leave on the table.

Have you paid off all your debt, except your mortgage?

This includes credit cards, car loans, student loans, medical bills, etc.

Do you have enough savings to cover 3-6 months of expenses?

This includes food, housing, utilities, transportation, and other necessities in case there was a loss of income.

Have you met with your financial advisor in the past year?

The right advisor will help you achieve your financial goals.

Are you setting aside money for your next big purchase?

This includes your next car, vacation, furniture, kid's college, etc.

Are you currently investing 15% of your income for retirement?

This includes the money you are investing into your 401(k), 403(b), IRA, mutual funds, stocks, etc.

Is your house paid off?

Ready for your results?

Find out which milestone you’re on! If you’d like to learn more and receive pro tips about how to achieve your milestone, fill out the info below and check your inbox.

Morgan – Deland, FL

“We are working hard to achieve financial freedom not only for ourselves, but for our children.”

Courtney – St. Cloud, FL

“We’ve been with FAIRWINDS for over 10 years. We have all our accounts with them and now we have added an emergency savings!”

Donald – Deltona, FL

“Participated in my company 401(k) and their retirement program. Saving funds in this way kept them out of my hands.”

Donald – Deltona, FL

“Participated in my company 401(k) and their retirement program. Saving funds in this way kept them out of my hands.”

Dashaunda – Orlando, FL

“Thankfully I was able to pay off all my loan debt. I used the extra money to pay my credit card down to increase my credit score and save more money in my savings account.”

Destiny – Casselberry, FL

“When I was laid off, I had a 6-month emergency fund so I didn’t need to worry. The security of having money saved up for bills and necessities kept me at peace.”

Charles – Eustis, FL

“We met with a financial advisor from FAIRWINDS after I retired and set up a diversified portfolio for us combining 401(k) and pension benefits.”

Mark – Orlando, FL

“One of my goals was to prepare myself financially for my daughter to go to college and provide enough resources to eliminate the need for student loans.”

Andrew – Clermont, FL

“I am maxing out all of our retirement accounts and paying for my daughter’s prepaid university school account!”

Ruben – Altamonte Springs, FL

“After leveraging a 15-year mortgage and making extra payments whenever possible, we have finally paid off our home!”

Theresa – Oviedo, FL

“We paid off our home in 29 months! We are so incredibly proud of ourselves for this achievement!”