Guardian Financial Group
Guardian Financial Group is an income and retirement strategies firm that specializes in helping ministers retire with confidence.
Guardian Financial Group 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.
Investment and Advisory services are offered through Simplicity Wealth. Insurance, Consulting, and Educational services are provided by Guardian Financial Group. Guardian Financial Group utilizes Guardian Wealth Management for investment advisory services though Simplicity Wealth. Simplicity Wealth, Guardian Wealth Management, and Guardian Financial Group are all affiliates of Simplicity Financial Marketing Holdings, Inc., the parent company.
Special Resources for the ARC Family
Ministers’ Income Guide
Determining whether Ministers fall under the category of employees or self-employed individuals for federal tax purposes is a common dilemma. This distinction holds significant ramifications for the Minister’s tax filings and how churches report the Minister’s earnings.
Housing Allowance Worksheet
Calculating your Housing Allowance can be confusing. Download our worksheet today to help streamline the process and determine what your excludable amount is.
A Pastor’s Guide to Navigating a Salary Conversation
Salary discussions can be sensitive, particularly for pastors who must balance financial needs with spiritual and communal responsibilities. Engaging in these conversations with a church board requires a thoughtful and strategic approach to ensure that both parties feel heard and respected.
Let's Get in Touch
Jerry Whitley
[email protected]
(510) 350-9383
GuardianFinancialGP.com
Jerry Whitley has been in bi-vocational ministry for nearly 30 years and has planted and pastored many churches along his life path. He is very experienced in many aspects of the financial services industry. During his ministry years, many Pastors shared their stories with Jerry. He soon realized that most of them had little financial knowledge and understanding, which put their retirement in peril. A new calling was born as he vowed to help Pastors and their families change the financial aspects of retirement from a potential curse to a blessing. He is very skilled in ministry income and retirement planning and is a national platform speaker on the topic.
Jerry is the founder of Guardian Promise and has 4 children and 4 grandchildren.
