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Simplicity Guardian

Simplicity Guardian

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We are dedicated to empowering our ministerial clients to achieve their financial goals. Trust and transparency are at the core of our values.

At Simplicity Guardian, we are dedicated to empowering our ministerial clients to achieve their financial goals. With a wealth of experience and a team of seasoned experts, we offer comprehensive financial solutions tailored to your unique needs. Our services include personalized financial planning, investment management, retirement strategies, tax planning, and more! Whether you're planning for r

Photos from Simplicity Guardian's post 05/08/2026

At Simplicity Guardian, we believe in the power of community. That’s why we were thrilled to serve as a sponsor for the recent Swing for Life Golf Tournament benefitting Community Connections.

We are excited to share that this year’s event was the most attended in the tournament's history! The record-breaking support raised will provide vital funding for free, inclusive programs for children and young adults with intellectual and developmental disabilities throughout Central Arkansas.

It was an honor to stand alongside local leaders, athletes, and partners to support such a vital mission and help create opportunities that truly change lives.
Discover how we’re involved in the community: 🌐 simplicityguardian.com

04/28/2026

Celebrating 25 years of "From One to Many" with the ARC family was truly inspiring. Meeting so many of you at our booth and hearing your hearts for the local church was the best part of the week.

We are sharing some of our favorite photos from the conference today. It was a joy to see everyone together. We are so honored to be in your corner as a partner.

Let us keep the conversation going. If we did not get a chance to finish our chat in Charleston, you can find us here: https://www.simplicitygroup.com/arc/

04/21/2026

We’re in Charleston! β˜€οΈ

The ARC Conference kicks off today, and the Simplicity Group team is so honored to be here as a partner!

This year, we’re celebrating 25 years of the Association of Related Churches. The theme "From One to Many" is a powerful reminder of what God can do through a single vision, and we are proud to support the leaders who make this movement possible.

If you’re in Charleston, we want to meet you! Come by the Simplicity Group booth to say hello, grab some resources, and let’s talk about how we can help protect and simplify your ministry’s journey.

See you tomorrow!

πŸ”— Learn more about our partnership here: https://www.simplicitygroup.com/arc/

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03/17/2026

We are grateful to be in Orlando for Exponential Global 2026, joining thousands of leaders for a week centered on the mission of multiplication. This year’s theme, "Multiplier: It’s In You," resonates deeply with our mission at Simplicity Guardian to support every leader to be financially healthy and supported.

Join Managing Partner Keely Rule and Wholesale Advisor Aston Blake this Wednesday at 8:45 am in Kids 2 119 to discuss building your financial foundation. This session offers practical strategies on Social Security, the Housing Allowance, and the 403(b)(9) to help these tools support, rather than hinder, your calling. Our goal is to provide the confidence necessary for you to focus fully on ministry.

If you are here in Orlando, please stop by booth E-29 or message us to schedule a time to chat. We look forward to connecting and seeing how we can serve your team in this next season.

Simplicity Guardian - Retirement Alert: The Mandatory Roth Catch-Up Rule of 2026 12/29/2025

If you’re a high-earning employee age 50 or older, a critical change is coming to your workplace retirement plan that requires immediate attention.

Simplicity Guardian - Retirement Alert: The Mandatory Roth Catch-Up Rule of 2026 If you're a high-earning employee age 50 or older, a critical change is coming to your workplace retirement plan that requires immediate attention. The SECURE 2.0 Act of 2022 introduced the Mandatory Roth Catch-Up Rule, and its

12/24/2025

As we celebrate the Christmas season, the Simplicity Guardian team reflects on a year defined by connection and shared mission. We are deeply grateful for the trust you have placed in us.

Educating ministers and church staff is a central part of our heart for ministry. It has been a privilege to lead staff meetings across the country, both in person and via Zoom, to help equip teams for the challenges they face.

Our journey this year took us to the New Mexico and Arizona Ministry Networks, the Church Network Conference in Omaha, and the UPCI gathering in St. Louis. Every interaction reinforced our commitment to strengthening your ministries.

Thank you for allowing Simplicity Guardian to be a part of your story. May you and your families have a very Merry Christmas and a new year filled with peace and hope.

12/19/2025

Last week, The Clergy Act officially passed the House Ways and Means Committee with unanimous bipartisan support. This will open up doors for pastors and Ministers to re-enroll in Social Security if they've previously opted out.

Derek Draper and the team at Simplicity Guardian are committed to supporting and informing you as this legislation progresses. Reach out today if you'd like to talk about it!

12/16/2025

It's no secret that almost everyone is struggling financially right now, regardless of working in the church or not. Finding an advocate is a crucial strategy to lessen that hardship. The Simplicity Guardian team can be that advocate for you.

**πΌπ‘›π‘£π‘’π‘ π‘‘π‘šπ‘’π‘›π‘‘ π΄π‘‘π‘£π‘–π‘ π‘œπ‘Ÿπ‘¦ π‘ π‘’π‘Ÿπ‘£π‘–π‘π‘’π‘  π‘œπ‘“π‘“π‘’π‘Ÿπ‘’π‘‘ 𝑏𝑦 π‘†π‘–π‘šπ‘π‘™π‘–π‘π‘–π‘‘π‘¦ π‘Šπ‘’π‘Žπ‘™π‘‘β„Ž, 𝐿𝐿𝐢. π‘‡β„Žπ‘–π‘  π‘–π‘›π‘“π‘œπ‘Ÿπ‘šπ‘Žπ‘‘π‘–π‘œπ‘› 𝑖𝑠 π‘π‘Ÿπ‘œπ‘£π‘–π‘‘π‘’π‘‘ π‘Žπ‘  π‘”π‘’π‘›π‘’π‘Ÿπ‘Žπ‘™ π‘–π‘›π‘“π‘œπ‘Ÿπ‘šπ‘Žπ‘‘π‘–π‘œπ‘› π‘Žπ‘›π‘‘ 𝑖𝑠 π‘›π‘œπ‘‘ 𝑖𝑛𝑑𝑒𝑛𝑑𝑒𝑑 π‘‘π‘œ 𝑏𝑒 𝑠𝑝𝑒𝑐𝑖𝑓𝑖𝑐 π‘“π‘–π‘›π‘Žπ‘›π‘π‘–π‘Žπ‘™ π‘”π‘’π‘–π‘‘π‘Žπ‘›π‘π‘’. π΅π‘’π‘“π‘œπ‘Ÿπ‘’ π‘¦π‘œπ‘’ π‘šπ‘Žπ‘˜π‘’ π‘Žπ‘›π‘¦ π‘‘π‘’π‘π‘–π‘ π‘–π‘œπ‘›π‘  π‘Ÿπ‘’π‘”π‘Žπ‘Ÿπ‘‘π‘–π‘›π‘” π‘¦π‘œπ‘’π‘Ÿ π‘π‘’π‘Ÿπ‘ π‘œπ‘›π‘Žπ‘™ π‘“π‘–π‘›π‘Žπ‘›π‘π‘–π‘Žπ‘™ π‘ π‘–π‘‘π‘’π‘Žπ‘‘π‘–π‘œπ‘›, π‘¦π‘œπ‘’ π‘ β„Žπ‘œπ‘’π‘™π‘‘ π‘π‘œπ‘›π‘ π‘’π‘™π‘‘ π‘Ž π‘“π‘–π‘›π‘Žπ‘›π‘π‘–π‘Žπ‘™ π‘œπ‘Ÿ π‘‘π‘Žπ‘₯ π‘π‘Ÿπ‘œπ‘“π‘’π‘ π‘ π‘–π‘œπ‘›π‘Žπ‘™ π‘‘π‘œ 𝑑𝑖𝑠𝑐𝑒𝑠𝑠 π‘¦π‘œπ‘’π‘Ÿ π‘–π‘›π‘‘π‘–π‘£π‘–π‘‘π‘’π‘Žπ‘™ π‘π‘–π‘Ÿπ‘π‘’π‘šπ‘ π‘‘π‘Žπ‘›π‘π‘’π‘  π‘Žπ‘›π‘‘ π‘œπ‘π‘—π‘’π‘π‘‘π‘–π‘£π‘’π‘ .**

12/09/2025

As someone who works in the church, it's hard to dedicate time for yourself. But when it comes to your retirement, it's essential to do so. That's where the Simplicity Guardian team comes in!

**πΌπ‘›π‘£π‘’π‘ π‘‘π‘šπ‘’π‘›π‘‘ π΄π‘‘π‘£π‘–π‘ π‘œπ‘Ÿπ‘¦ π‘ π‘’π‘Ÿπ‘£π‘–π‘π‘’π‘  π‘œπ‘“π‘“π‘’π‘Ÿπ‘’π‘‘ 𝑏𝑦 π‘†π‘–π‘šπ‘π‘™π‘–π‘π‘–π‘‘π‘¦ π‘Šπ‘’π‘Žπ‘™π‘‘β„Ž, 𝐿𝐿𝐢. π‘‡β„Žπ‘–π‘  π‘–π‘›π‘“π‘œπ‘Ÿπ‘šπ‘Žπ‘‘π‘–π‘œπ‘› 𝑖𝑠 π‘π‘Ÿπ‘œπ‘£π‘–π‘‘π‘’π‘‘ π‘Žπ‘  π‘”π‘’π‘›π‘’π‘Ÿπ‘Žπ‘™ π‘–π‘›π‘“π‘œπ‘Ÿπ‘šπ‘Žπ‘‘π‘–π‘œπ‘› π‘Žπ‘›π‘‘ 𝑖𝑠 π‘›π‘œπ‘‘ 𝑖𝑛𝑑𝑒𝑛𝑑𝑒𝑑 π‘‘π‘œ 𝑏𝑒 𝑠𝑝𝑒𝑐𝑖𝑓𝑖𝑐 π‘“π‘–π‘›π‘Žπ‘›π‘π‘–π‘Žπ‘™ π‘”π‘’π‘–π‘‘π‘Žπ‘›π‘π‘’. π΅π‘’π‘“π‘œπ‘Ÿπ‘’ π‘¦π‘œπ‘’ π‘šπ‘Žπ‘˜π‘’ π‘Žπ‘›π‘¦ π‘‘π‘’π‘π‘–π‘ π‘–π‘œπ‘›π‘  π‘Ÿπ‘’π‘”π‘Žπ‘Ÿπ‘‘π‘–π‘›π‘” π‘¦π‘œπ‘’π‘Ÿ π‘π‘’π‘Ÿπ‘ π‘œπ‘›π‘Žπ‘™ π‘“π‘–π‘›π‘Žπ‘›π‘π‘–π‘Žπ‘™ π‘ π‘–π‘‘π‘’π‘Žπ‘‘π‘–π‘œπ‘›, π‘¦π‘œπ‘’ π‘ β„Žπ‘œπ‘’π‘™π‘‘ π‘π‘œπ‘›π‘ π‘’π‘™π‘‘ π‘Ž π‘“π‘–π‘›π‘Žπ‘›π‘π‘–π‘Žπ‘™ π‘œπ‘Ÿ π‘‘π‘Žπ‘₯ π‘π‘Ÿπ‘œπ‘“π‘’π‘ π‘ π‘–π‘œπ‘›π‘Žπ‘™ π‘‘π‘œ 𝑑𝑖𝑠𝑐𝑒𝑠𝑠 π‘¦π‘œπ‘’π‘Ÿ π‘–π‘›π‘‘π‘–π‘£π‘–π‘‘π‘’π‘Žπ‘™ π‘π‘–π‘Ÿπ‘π‘’π‘šπ‘ π‘‘π‘Žπ‘›π‘π‘’π‘  π‘Žπ‘›π‘‘ π‘œπ‘π‘—π‘’π‘π‘‘π‘–π‘£π‘’π‘ .**

Photos from Simplicity Guardian's post 12/03/2025

What an incredible time at the Annual Meeting 2025! We’re grateful for the chance to connect and for ’s opportunity to speak on β€œ3 Money Mistakes Ministers Make.”

At Simplicity Guardian, we’re passionate about helping ministers retire with confidence. We want to thank everyone who visited our booth. We’re excited for the new connections and can’t wait to keep serving alongside Texas Baptists.

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Financial Planning

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6404 International Pkwy
Plano, TX
75093

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm