Our Press Releases

Paraklete® Financial, Inc. Expands its Presence with New Office in Houston

Houston, TX – May 17,2024 – ParakleteFinancial, Inc., a prominent personal financial planning firm, is pleased to announce the opening of its newest office in Houston. This strategic expansion reflects the company’s commitment to providing integrated personal financial planning services and virtual unbundled office services to clients in the Houston metropolitan area. The Houston office is spearheaded by Charlie Wilson, CPA/PFS, an accomplished CPA with a strong background in tax and estate planning. With extensive experience and expertise in serving the financial needs of individuals and businesses, Charlie brings a unique perspective to ParakleteFinancial’s client-focused approach. “We are excited to establish a presence in Houston and extend our reach to serve the vibrant community here,” said Susan Tillery, CPA / PFS, AEP® (Distinguished), CEO of Paraklete Financial, Inc. “Charlie Wilson’s leadership and deep understanding of personal financial planning and taxation will be invaluable in delivering tailored solutions to our clients

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Paraklete® Financial, Inc. Expands its Footprint with New Office in Gainesville, FL

Gainesville, FL – 05/06/2024 – Paraklete® Financial, Inc., a distinguished financial advisory firm, proudly announces the opening of its newest office in Gainesville, Florida. This strategic expansion highlights the company’s dedication to providing top-tier financial services and personalized guidance to clients in the Gainesville area and beyond. The Gainesville office is led by William Jones, CPA/PFS a highly regarded tax advisor with an illustrious career spanning over 20 years. Will’s extensive expertise in tax and estate planning has earned him recognition as a leader in the industry. “I am delighted to join the Paraklete® Financial team and lead our efforts in the vibrant community of Gainesville,” said Will Jones. “Our mission is to empower individuals, families, and businesses with the knowledge and strategies they need to achieve their financial goals and secure their financial future.” “We are excited to bring Paraklete® Financial’s renowned client-centric approach to Gainesville,” said Susan Tillery,

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Paraklete® Financial, Inc. Expands its Presence with New Office in Newport Beach

Paraklete® Financial, Inc. Expands its Presence with New Office in Newport Beach Newport Beach, CA – [Date] – Paraklete Financial, Inc., a leading financial advisory firm, announces the opening of its newest office in Newport Beach. This expansion marks a significant milestone in the company’s growth strategy and commitment to serving clients in Southern California. The Newport Beach office is led by Sandy Heit, CPA / PFS, a tenured CPA with a proven track record of delivering personalized and integrated financial solutions to clients. With over 20 years of experience in tax compliance and tax and estate planning, Sandy brings a wealth of expertise and a dedication to helping individuals and businesses achieve their financial goals. “We are thrilled to establish a presence in Newport Beach and expand our reach in Southern California,” said Susan Tillery, CPA / PFS, AEP® (Distinguished), CEO of Paraklete Financial, Inc. “Sandy’s leadership and expertise will

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PFSLive! Comes to Dallas, Texas

PFSLive! Comes to Dallas, Texas As a CPA, are you ready to begin offering personal financial planning to your clients? Join us for an exclusive event, hosted by Avantax, featuring renowned personal financial planning expert, Tom Tillery, as he brings his wealth of knowledge to Dallas, Texas with PFSLive!. Tom Tillery is a seasoned expert in the field of personal financial planning, with decades of experience helping individuals navigate the complexities of managing wealth. As a sought-after speaker and educator, Tillery has empowered countless people to achieve their financial goals through his practical insights and strategies. At PFSLive!, attendees can expect an engaging and informative experience focused on key aspects of the personal financial planning process as proscribed by the AICPA’s Statement on Standards in Personal Financial Planning, No. 1. Tom will cover essential topics such as cash flow management, investment planning, retirement planning, estate planning, risk management planning and debt management.

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Susan and Tom Tillery announce their next: Building a Fee-for-Service Personal Financial Planning Practice class.

Susan and Tom Tillery announce their next: Building a Fee-for-Service Personal Financial Planning Practice class. July 17-19 and 24-26, 2024 (virtual) – Susan M. Tillery, CPA/PFS, AEP (Distinguished), MAcc and Thomas Tillery, MA, MSFS, AEP (Distinguished), CFP®, two prominent figures in the financial planning industry, are delighted to announce their collaboration in teaching their signature course: “Building a Fee-for-Service Personal Financial Planning Practice”.  The course is offered through their education company, Financial Planning Advocate, LLC. This comprehensive course is designed to provide aspiring CPAs and CPA financial planners with the knowledge and skills necessary to establish and grow a successful fee-for-service personal financial planning practice. The course qualifies for 24 hours of CPE credit. Susan M. Tillery, CPA/PFS, AEP® (Distinguished), MAcc is a highly respected Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) with extensive experience in tax planning, estate planning, and wealth management. Her expertise and dedication to

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NOTE: The views expressed are those of the author as of the date noted, are subject to change based on market and other various conditions. Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Keep in mind that current and historical facts may not be indicative of future results. The information contained in our presentations have been compiled from third party sources and is believed to be reliable; however, accuracy is not guaranteed.

 

Preparation is key to safely navigating your future

Paraklete® Financial, Inc. provides expertise in the following areas to individuals, businesses, not-for-profits, estates, and trusts.
  • Asset Protection
  • Business Succession Planning
  • Buy/Sell Consulting Services
  • Charitable Planning
  • Divorce Planning
  • Education Planning
  • Employee Benefit Planning
  • Estate Planning
  • Multi-Family Office Services
  • Investment Planning
  • Life Insurance
  • Qualified Plan Design
  • Retirement Planning
  • Risk Management
  • Roth IRA Conversion Analysis
  • Special Needs Planning
  • Stewardship
  • Stock Option Analysis and Planning
  • Tax Planning
We design and implement integrated financial planning strategies. The process is managed through a “Family Office” overlay involving all of the client’s advisers. Each of our clients receive a personal financial planning website with a document vault.

Our services are offered by individuals with the CPA/PFS designation.

  • Asset Protection
  • Business Succession Planning
  • Buy/Sell Consulting Services
  • Charitable Planning
  • Divorce Planning
  • Education Planning
  • Employee Benefit Planning
  • Estate Planning
  • Family Office Services
  • Investment Planning
  • Life Insurance Analysis
  • Qualified Plan Design
  • Retirement Planning
  • Risk Management
  • Roth IRA Conversion Analysis
  • Special Needs Planning
  • Stewardship
  • Stock Option Analysis and Planning
  • Tax Planning
We design and implement integrated financial planning strategies. The process is managed through a “Family Office” overlay involving all of the client’s advisers. Each of our clients receive a personal financial planning website with a document vault.

Our services are offered by individuals with the CPA/PFS designation.

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