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
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 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.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
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
A quick look at how federal income taxes work.
In the face of divorce, making changes to insurance coverage may be overlooked.
Bonds may outperform stocks one year only to have stocks rebound the next.
What can be learned from the savings rate?
This worksheet can help you estimate the costs of a four-year college program.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
It's easy to let investments accumulate like the junk in a junk drawer.
How will you weather the ups and downs of the business cycle?
With alternative investments, it’s critical to sort through the complexity.
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.
There’s an alarming difference between perception and reality for current and future retirees.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.