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Investment & Estate Planning From A Biblical Perspective

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OUR MISSION

To educate, instruct, and equip followers of Christ in biblical stewardship principles

CORPORATE COMMITMENT

"Now it is required that those who have been given a trust must prove faithful." I COR. 4:2

WHAT WE DO

Managed Accounts

Traditional & Roth IRA

Simplified Employee Pension Plans

401(k)

403(b)

Stocks

Variable; Fixed; Fixed-Index Annuities

Unit Investment Trusts

Disability Income Insurance

Custodian Accounts

Simple IRA

Mutual Funds

Oil & Gas Partnerships

Long Term Care Insurance

Bonds: Corporate; Municipal; Tax-free

Brokerage Accounts

College Savings Plans

Real Estate Income Trusts

Real Estate Investment Trusts

Business Development Companies

Life Insurance

Special Needs Trusts

WHERE WE ARE

We are currently licensed to provide services in the following states:

We can become licensed to serve our clients in any state, as needed.

WHO WE ARE

Mark Tevebaugh

Mark Tevebaugh is Registered Investment Adviser with Cetera Advisor Networks LLC, as well as licensed for: health; life; disability and long term care insurance. Mark entered the financial services industry in 1986 after selling his company, New Life Plantscaping, Inc. (an interior landscaping design firm). Mark built a successful financial planning practice in Charlotte, NC teaching “Successful Money Management” seminars in a local private college and working with small business owners, individuals, and many local churches.

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Paul Cywinski

Paul Cywinski oversees our Client Relations, Marketing and Information Technology activities, as well as Scheduling and Office Management. His years of work bring a broad professional palette of skills and experience from Communications & Marketing to Finance, Insurance and Technology. In 2007, after many years of work-related travel, Paul and his family settled in Florida.

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WHO WE SUPPORT

CONTACT US

Office: (321) 777-2990

Email Us

 

Helpful Content

Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

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A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

TIPS for Inflation

If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Catch-Up Contributions

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Use this calculator to compare the future value of investments with different tax consequences.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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A presentation about managing money: using it, saving it, and even getting credit.

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What does your home really cost?

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Suddenly Single: 3 Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

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