Who We Are
Simplicity Guardian is an income and retirement strategies firm that specializes in helping ministers retire with confidence. Our experienced team knows how challenging it can be for those who spend their time serving their congregations to develop a retirement plan because they themselves are bi-vocational ministers with nearly 50 years of service to the Kingdom of God.
Simplicity Guardian specializes in helping ministers address housing allowances, tax issues, Social Security optimization, money management, and retirement planning. After a lifetime of service to others, our goal is to enable ministers to focus on today, knowing their financial future is securely in the hands of those who share their values and beliefs.
Our Dedicated Speaker
Hear from our Principal Partner, Keely Rule, as he breaks down a Minister’s income as it relates to housing allowance. They will discuss how it works while a Minister is employed, what happens when they retire, and how housing allowance is treated if they predecease their spouse. In addition to maximizing income, the Simplicity Guardian team will speak to opting out of Social Security and the value of using a 403(b)(09) retirement plan.
Event Details
Location: Central Bank Center, 430 W Vine St, Lexington, KY 40507
Seminar Presentation: July 10th, 3:45-5:30PM
Find Us at Booth 705
Questions or Comments?

This website and materials associated with it are designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not intended to provide specific legal or tax advice and cannot be used to avoid penalties or to promote, market, or recommend any tax plan or arrangement. You are encouraged to consult your personal tax advisor or attorney.
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