Simplicity Guardian Welcome PacketKirby2025-12-16T22:45:37+00:00

SIMPLICITY GUARDIAN WELCOME PACKET

Available to Download INSTANTLY!

Guardian Welcome Guide

We are honored to welcome you to the Simplicity Guardian family. This welcome booklet talks about next steps and describes our partnership designed to support you as you steward your resources with care and purpose.

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The Guardian Service

We want to help replace anxiety with understanding. This guide looks at how we navigate unique clergy tax rules and housing allowances to help you work toward your financial goals.

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Guardian – Our Promise

Your retirement plan can align with your values. Read about the Guardian Promise to see how our faith-based 403(b)9 plan offers Biblically Responsible Investing options tailored for religious organizations.

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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. 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, Inc., the parent company.

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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