FINANCIAL ADVICE

Family Financial Planning. Investment and Portfolio Management. Estate and Trust Reviews

As your fiduciary, we are here to guide you through tactical decision-making to attain your life’s goals.

Your Fiduciary Team™

Your Fiduciary Team™ is an association of Certified Financial Planner™ professionals, with a strategically aligned team of CPAs, Elder Care Attorneys, Family Law Attorneys, Trust and Estate Attorneys.

When you work with Your Fiduciary Team™, you will experience independent financial advice and the highest standard of fiduciary care and excellence. Our experienced group has a long history of serving families, business owners, entrepreneurs, and other creators of first-generation wealth.

Check the background of investment professionals on FINRA’s BrokerCheck.

Inheritance

Planning

Retirement 

Cash Flow

Special Needs

Trusts

Investment Risk

Tax Management

“Along with the strong forces of time and progress, good old-fashioned homework, due-diligence, sustainable cash flows, along with always checking on my Trinity of Investing®, QC, UE & LUEI®, is my solution to a Successful and Thriving Investment Dynamic and Strategy. A methodology in helping you address the achievement of your Financial Purpose.”

– Stephen R. Facella, CFP®

 

Stephen Facella

The Victoriana Building
1301 East Broward Boulevard, Suite 335
Fort Lauderdale, Florida 33301
Mobile: 954-245-6677 | Office: 954-527-7777
steve@yourfiduciaryteam.com

 

 

"An association of professionals committed to fostering the highest standard of fiduciary care and excellence.”

– Stephen R. Facella, CFP®

 

Concerns and questions I didn't know I had. Please select all that apply.

*Third parties are not registered with or affiliated with Cambridge.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, MemberFINRA/SIPC. Advisory services through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Your Fiduciary Team and Cambridge are not affiliated. Cambridge does not offer tax or legal advice.

Cambridge’s Form CRS (Customer Relationship Summary)

This communication is strictly intended for individuals residing in the states of CA, CT, FL, IL, IN, NC, NY, and SD. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Your Fiduciary Team makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

Copyright © 2024
Your Fiduciary Team