Investment & Estate Planning From A Biblical Perspective
Scroll down to learn more
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
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 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
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
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?
Taking regular, periodic withdrawals during retirement can be quite problematic.
A few strategies that may help you prepare for the cost of higher education.
There are things about Social Security that might surprise you.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Understanding how a stock works is key to understanding your investments.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
There’s an alarming difference between perception and reality for current and future retirees.
When do you need a will? The answer is easy: right now.
Learn how to harness the power of compound interest for your investments.
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.