Simplicity Guardian – Our Blog & MediaKirby2025-07-31T17:04:20+00:00

Our Blog & Media

Welcome, Stay Awhile.

Helping You Better Understand Your Financial Needs and Investment Strategies

The Evolution of Clergy Housing Allowance in the United States: Balancing Tradition and Tax Law

The Evolution of Clergy Housing Allowance in the United States: Balancing Tradition and Tax Law

Becca Mack2024-01-22T15:07:54+00:00January 22nd, 2024|

The concept of a housing allowance for clergy in the United States is a fascinating intersection of religious tradition, tax law, and social policy. This aspect of clergy [...]

Make Your Money Work for Your Retirement, Not the Other Way Around

Make Your Money Work for Your Retirement, Not the Other Way Around

Kirby2023-11-28T19:31:19+00:00October 6th, 2023|

While some people think of retirement as a time of leisure, many people often view retirement as a time of financial constraint and worry. We know that money [...]

Ancient Money: The History of Banking and Currency

Ancient Money: The History of Banking and Currency

Kirby2023-10-09T14:18:58+00:00October 6th, 2023|

The history of financial tools is a fascinating topic that takes us back to the earliest civilizations. It reveals a remarkable continuity in financial technology across cultures and [...]

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6404 International Pkwy,
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Plano, TX 75093

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