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The path toward financial freedom is a journey. Our Retirement Planning services through CFS* are here for you throughout that journey.

Retirement Planning

The path toward financial freedom is a journey. We'll help you every step of the way, from managing your 401k rollover to maximizing the retirement funds you've accumulated, we have the solutions to meet each stage of your retirement.

Retirement Services

  • 401k Consultation
  • Thrift Savings Plans and Florida Retirement System Distributions
  • Stocks, Bonds, Mutual Funds and Real Estate Investment Trust (REITS)
  • Annuities
  • Income Planning Consultation

Investment Planning

Estate Planning

  • Life Insurance
  • Long Term Care Insurance

College Planning

Contact us today at 407.282.6039 to schedule your no-cost consultation with one of our Financial Advisors.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS), registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. FAIRWINDS Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.