Investment & Estate 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
WHAT WE DO
Traditional & Roth IRA
Simplified Employee Pension Plans
Variable; Fixed; Fixed-Index Annuities
Unit Investment Trusts
Disability Income Insurance
Oil & Gas Partnerships
Long Term Care Insurance
Bonds: Corporate; Municipal; Tax-free
College Savings Plans
Real Estate Income Trusts
Real Estate Investment Trusts
Business Development Companies
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 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.Read More
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
Office: (321) 777-2990
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
For many, retirement includes contributing their time and talents to an organization in need.
A change in your mindset during retirement may drive changes to your portfolio.
Bonds may outperform stocks one year only to have stocks rebound the next.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
An inside look at how marginal income tax brackets work.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Learn how to harness the power of compound interest for your investments.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Are you ready for retirement? Here are five words you should consider.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.