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
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
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Here's a breakdown of how the federal government spends your tax money.
A quick look at how federal income taxes work.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
It sounds simple, but paying yourself first can really pay off.
An increasing number have been developed to help individuals with their personal finances.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much of your Social Security benefit may be considered taxable.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There’s an alarming difference between perception and reality for current and future retirees.
Three things to consider before dipping into retirement savings to pay for college.
Learn how to harness the power of compound interest for your investments.
A bucket plan can help you be better prepared for a comfortable retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.