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
Keely Rule
[email protected]
(214) 501-1400
GuardianFinancialGP.com
Keely is a Partner and Vice-president of Guardian Financial Group. In 2014, after 10 years in ministry, his career the financial industry and calling came together in the development of Guardian Financial Group.
For the past decade he has accumulated a wealth of knowledge and helped ministers understand proper compensation structure, how to maximize tax benefits like housing allowance and how a solid financial plan can empower their ministry.
