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Susan Tillery

Paraklete Financial, Inc.
President / Co-Founder
stillery@parakletefinancial.com
(678) 290-3930

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Susan M. Tillery is President and co-founder of Paraklete® Financial, Inc. Susan has over 30 years of experience in tax, philanthropy, and financial planning, as well as in the administrative and compliance areas encountered by affluent individuals and families. Susan’s firm provides integrated fee-for-service financial planning. Paraklete® Financial, Inc’s focus is on independence and objectivity. The firm acts as An Advocate in Financial Services® for its clients and therefore, does not manage assets or sell products.

Ms. Tillery’s experience at Harris myCFO, a multi-family office where she was responsible for the development and delivery of comprehensive family office solutions to affluent families, together with her work at Arthur Andersen, Ronald Blue & Co and other financial firms, provides the framework for Paraklete.

About Us: Paraklete® Financial, Inc. was founded with the goal of assisting our clients in all aspects of their financial lives. For each of our clients we work alongside them to create financial stability and security.
 
Our advisers are tenured professionals who embrace a “hands on” approach to financial guidance and who truly care about making your financial dreams a reality. As your Financial Planning Strategist, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your goals.

Archived Webinars Offered

BUILDING A TAX AND FINANCIAL PLANNING ADVISORY BUSINESS

Date RecordedJanuary 11, 2019  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other