A Bucket Plan to Go with Your Bucket List Safeguard Your Digital Estate The Richest Man in Babylon What Smart Investors Know

Investment & Estate 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 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

James Phillips

James Phillips joined Tevebaugh and Associates in 2012.  James is an Investment Advisor Representative with Cetera Advisor Networks who specializes in investment and estate planning from a Biblical perspective for those who desire to protect, grow, and distribute their wealth with integrity and wisdom.

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

Succeeding at Business Succession

Succeeding at Business Succession

There a number of reasons for business owners to consider a business succession plan sooner rather than later.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Systematic Withdrawals in Retirement - Clear and Wrong?

Systematic Withdrawals in Retirement - Clear and Wrong?

Taking regular, periodic withdrawals during retirement can be quite problematic.

 

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Are Women and Financial Strategies a Mismatch?

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

How Stocks Work

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

View all articles arrow

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Capital Gains Tax Estimator

Use this calculator to estimate your income tax liability, along with average and marginal tax rates.

Federal Income Tax

Use this calculator to estimates your income tax liability along with average and marginal tax rates.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

View all calculators arrow

Managing Your Lifestyle

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

Protecting Those Who Matter Most

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

Investment Strategies for Retirement

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

An Inside Look at Retirement Living

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

Long-Term-Care Protection Strategies

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

View all presentations arrow

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Raise Your Retirement Income

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

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

The Power of Compound Interest

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

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

View all videos arrow