Broker Check
Can Election Results Predict the Market? It May Be Time for a Financial Checkup How to Bake a Pie-R-A Forecast

Investment & Financial Planning From A Biblical Perspective

Scroll down to learn more

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 a Registered Investment Adviser with NEXT Financial Group, Inc., 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.

Read More

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.

Read More

WHO WE SUPPORT

CONTACT US

Office: (321) 777-2990

Email Us

Helpful Content

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

 

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

View all articles arrow

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

View all calculators arrow

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

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

Your Cash Flow Statement

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

View all videos arrow