Timothy Plan, your resource for Biblically Responsible Investing

For more than 25 years Timothy Plan has helped investors achieve their financial goals while investing in a morally responsible manner. At Timothy Plan we understand how important it is to honor God with the resources we’ve been given. That’s why Timothy Plan was started – to empower people to create an investment portfolio that puts their beliefs into action.

Timothy Plan family of funds include 12 mutual funds and 4 exchange-traded funds, to meet the needs of people in various stages of life and with varying investment goals. Timothy Plan investment funds are available for anyone who has a USA social security number and a physical mailing address in the USA.

For the CEF employee: Visit The Master’s Plan to learn more about investing in a professionally managed 403b retirement plan.

For the CEF Volunteer or Supporter: Visit Timothy Plan to learn more about investing in a Traditional IRA, Roth IRA, or other retirement plan.

It has been an honor to provide CEF Florida investment fund options through The Master’s Plan, a 403b retirement plan administrator at no cost. Timothy Plan and The Master’s Plan are divisions of Timothy Partners, Ltd.

QUESTIONS? ASK ONE OF OUR TEAM MEMBERS

Debbie Hart
Vice President Investor Relations

Debbie Hart is vice president and director of investor relations. For over 20 years, Debbie has been helping clients and advisors align their finances to match their values. Debbie earned a Certificate in Financial Planning from Florida State University. She holds series 6 and 63 licenses. 

David Bryant
Director Investor Relations

David Bryant brings more than 15 years of experience in the financial industry. Prior to working as Director of Investor Relations, Mr. Bryant was a wholesale representative providing advisor relations communications. He holds series 6 and 63 licenses. 

Stephen Mumbert
Director Investor Relations

Stephen Mumbert has held a couple of positions within the Timothy Plan organization over the past 11 years. Currently he is working in investor relations as a director.  His broad-based knowledge of the Timothy Plan is a real asset to every investor. He holds series 6, 7 and 63 licenses. 

When investing, you should consider the fund’s investment objectives, risks, charges and expenses. This and other important information can be found in the fund’s prospectus. To obtain a copy, visit timothyplan.com or call 800.846.7526. Read each prospectus carefully before investing or sending money.

To read more about Timothy Plan and access fund information, including the prospectus, fact sheets, performance, and holdings for each fund, go online: mutual funds at mutualfund.timothyplan.com and ETFs at etf.timothyplan.com. Mutual Funds distributed by Timothy Partners, Ltd., member FINRA. ETFs distributed by Foreside Fund Services, LLC, member FINRA & SIPC.  Timothy Partners, Ltd. is not affiliated with Foreside Fund Services, LLC.

Timothy Plan, JUST THE FACTS:

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