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Investment & Financial Planning From A Biblical Perspective

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


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


Managed Accounts

Traditional & Roth IRA

Simplified Employee Pension Plans




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


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

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


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.

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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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Office: (321) 777-2990

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Helpful Content

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

An Overview of Renter’s Insurance

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Don’t overlook the need for renter’s insurance if you rent your home.


Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

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What Is My Current Cash Flow?

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

My Retirement Savings

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

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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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.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

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

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Emerging Market Opportunities

What are your options for investing in emerging markets?

What to Do When You Lose Your Wallet

There are things you can do to keep yourself safe when you lose your wallet.

The Fed and How It Got That Way

A quick history of the Federal Reserve and overview of what it does.

The Richest Man in Babylon

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

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