Christianity is Revolutionary
Shouldn't your investments be?
Christianity is Revolutionary
Shouldn't your investments be?
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Shouldn't your investments be?
Shouldn't your investments be?
Sign up to receive a free monthly newsletter written by Jay Dee Schurz regarding current events and issues Christians face regarding financial stewardship.
Jay has dedicated his life to providing education to those people seeking to align their faith and values with their stewardship. Jay spent the early part of his life serving in the U.S. Army as a Military Policeman for 12 years and has served in the financial industry since 1996.
As we strive to be good stewards, one of the challenges we face is in aligning our investments with our beliefs. We are often oblivious to the fact that we have God honoring investment choices available that allow us to glorify him and avoid those things that violate our moral compass. Would you knowingly own companies or mutual funds that profit from or support the abortion industry, human rights violations, countries that persecute Christians, and the Pornography industry? If you could avoid those investments that create victims and replace them with investments that align with who you are as a believer, would you?
We have a solution! We are providing a free Moral Audit screening to you. Just click on the "Free Screening" link and investigate what you currently own. After you have completed that, sign up for a consultation here on the website and let's discuss what you have discovered and options to create a God honoring investment portfolio that depicts who you are as a believer.
Q. What are the issues you screen for?
A. The eVALUEator screening tool screens for violations of companies that financially support and/or profit from the Abortion Industry, Pornography, Human Rights Violations, Anti-Family Entertainment, Alternative Lifestyles, Alcohol, Tobacco, and Gambling.
Q. What investments can I screen?
A. Publicly traded stocks, Mutual Funds, and Bonds.
Q. Is there a cost to screen my investments?
A. No, the screening tool will allow you to screen up to 5 investments. If you wish to screen additional investments, contact us and we will provide the additional screens at no charge.
Q. I see that I own investments that have violations that are contrary to my beliefs. What are my options?
A. We can help you create an investment portfolio based on a number of variables including risk tolerance, liquidity needs, income needs, and various other investor specific criteria that align with your values. You may also consider other options such as voicing your opinion as a shareholder to those particular companies by direct contact or exercising your voting privileges.
Q. Why didn't my current advisor inform me of these issues and choices?
A. Unfortunately, many advisors do not include faith based investment models in their recommendations and many firms do not support nonsecular financial planning.
Q. Do you offer investment portfolios that both honor God and avoid sinful activities?
A. YES! I would love to discuss how we can create a financial plan that identifies your beliefs and values.
The mission of Kingdom Plan advisory Group is best described as adhering to what is known as the Nazareth Manifesto. Jesus shares his mission statement in Luke Chapter 4.
Luke 4:18-19 18"The Spirit of the LORD is on me, because he has anointed me to proclaim good news to the poor. He has sent me to proclaim freedom for the prisoners and recovery of sight for the blind, to set the oppressed free, 19 to proclaim the year of the LORD's favor."
Kingdom Plan Advisory Group, LLC uses a Values Based Approach to investing, wealth transfer, and estate planning. We wish to provide the advice necessary for you to make informed decisions regarding the stewardship of your financial blessings.
BRI is an investment decision making process that applies Christian values to issues facing shareholders and stakeholders regarding moral and social principles. This coupled with traditional financial analysis provides a platform for investment decisions that allows us to be faithful stewards of God’s gifts and respect the foundational beliefs of our shared Christian faith.
I have always said, "I should be able to identify a person’s beliefs based on a review of their checking account statement, tax return, and investment statements."
What do your investments say about you? Could I identify your faith, values, and beliefs based on your behavior as an investor? Would you like to align your investment portfolio to represent who you are and what you believe in? Are you glorifying God with the four "T's of Stewardship, Time, Talent, Temple and Treasures?
As people of faith, there may be issues that you feel strongly about that you either wish to support or avoid. Utilization of moral screening software can help you align your investment portfolio with "your" beliefs. We do not assume the sins of the companies we invest in, but we can align your portfolio with those issues of importance to the investor.
It is never too early or too late to get started on your investment plans. As good stewards, we must be obedient, and God honoring in how we handle God's money. Let's start the discussion today!
9990 Coconut Road Suite 333, Bonita Springs, Florida 34135, United States
Toll Free: 888.226.7614 email: jschurz@vanderbiltsecurities.com
Monday - Friday: 9am - 5pm
Kingdom Plan Advisory Group, LLC and Vanderbilt Financial Group are separate and unaffiliated entities.
Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.
Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions
Advisory Services offered through Vanderbilt Advisory Services
Clearing agent: Fidelity Clearing & Custody Solutions
Insurance Services offered through Vanderbilt Insurance and other agencies
Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures
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