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HELPING MINISTERS RETIRE WITH CONFIDENCE

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Events in November 2025

Events in November 2025

Texas Baptist Annual Meeting

Texas Baptist Annual Meeting

Texas Baptist Annual Meeting

ARC Trainings

ARC Trainings

5850 Granite Pkwy, Suite 800
Plano, TX 75024

Investment and Advisory services are offered through Simplicity Wealth. Insurance, Consulting, and Educational services are provided by Simplicity Guardian. Simplicity Wealth and Simplicity Guardian are all affiliates of Simplicity Financial Marketing Holdings, Inc., the parent company.

To all of our valued clients, partners, and friends we wanted to take a few moments and tell you about some of the changes you may have noticed, and a little more about what they mean. One of those changes has been to our name, which has undergone an evolution over the years and is now proudly Simplicity Guardian.

What does our new name mean? Well in short, nothing and everything. Many of you might not have realized it, but we have actually been a partner with Simplicity Group for the last 4 years. So everything you’ve come to expect from our service, experience, and knowledge, has already been a part of Simplicity. Over these past years Simplicity has grown exponentially and that has provided us the ability to offer increasing levels of service and support from a national network of over 70 partner offices around the country.

As one of the largest financial services companies in the nation, we are able to serve our clients with a host of comprehensive insurance solutions, and with our own wealth management platform, Simplicity Wealth provides investment solutions tailored to the unique needs of our clients. Additionally, we have access to a range of products and services to address the financial needs of our clients through pretty much every stage of life.

So when you see the name Simplicity Guardian we want you to know our commitment to providing holistic financial and retirement planning services for the unique needs of Ministers hasn’t changed, we just have more to offer!

Stay tuned for more exciting updates.

Keely, Principal Partner, VP of Sales

16 Texas Baptist Annual Meeting Texas Baptist Annual Meeting November 16, 2025 – November 18, 2025 Abilene, TX

17 Texas Baptist Annual Meeting Texas Baptist Annual Meeting November 16, 2025 – November 18, 2025 Abilene, TX

18 Texas Baptist Annual Meeting Texas Baptist Annual Meeting November 16, 2025 – November 18, 2025 Abilene, TX, ARC Trainings ARC Trainings November 18, 2025 – November 19, 2025 Birmingham, AL

19 ARC Trainings ARC Trainings November 18, 2025 – November 19, 2025 Birmingham, AL