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Investments Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust

Investment & Financial 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 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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WHO WE SUPPORT

CONTACT US

Office: (321) 777-2990

Email Us

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