About Us
Jay Dee Schurz
Senior Wealth Manager
Jay has dedicated his life to providing education to those people seeking to align their beliefs 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.
Our Mission
The mission of Kingdom Global Advisory Group, LLC is to provide the necessary advice to assist you in designing both a financial plan and investment portfolios that align with your needs, goals, risk tolerance, values, and beliefs.
Call us today to see how we can help!
812-798-8768
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Services
Investment Advisory Services (Fee-Based, Fiduciary)
Financial Planning
Tax Planning
Life Insurance Planning
Estate Planning
Planning Ideology
Many things have changed over the past 25 years and what I have discovered is that people are no longer looking for the "success is determined by the amount accumulated" philosophy of investing which is the standard talking points at many advisory firms. Success isn't based upon the account value, but more on the purpose of their financial plan. People are desperate and hungry for fulfillment, meaning, and purpose in their lives which is where we advise you as a "life coach" to assist you in achieving your goals.
Beliefs Dictate Behavior
I frequently say, "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, or 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? Request an audit of your financial plan now.
What do your investments say about you? Could I identify your faith, values, or 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? Request an audit of your financial plan now.
Who We Serve
Kingdom Global Advisory Group, LLC provides services to those living in the Americas with a focus on Expats living abroad. As an expat, it is critical to seek the advice of an advisor that specializes in the unique situations living outside of the United States presents.
