Paraklete® Financial, Inc.

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 San...

The event brought together Paraklete CPA financial planners from around the country for three days of advanced estate planning, thought-provoking discussions, and opportunities for collaboration.

Classes are scheduled for October 21-23 and October 28-30, 2024 (virtual) - Susan M.

Paraklete Financial is pleased to announce the grand opening of its newest office in Boca Raton, Florida. This expansion marks a pivotal moment for the firm as it continues to grow its presence in the region.

In today's dynamic business environment, effective risk management is crucial for CPAs. The AICPA-CIMA course on Risk Management provides comprehensive training on identifying, assessing, and mitigating various business risks.

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 Chicago,.

Fort Worth, TX – Paraklete® Financial, Inc., a premier financial advisory firm, is excited to announce the opening of its new office in Fort Worth, TX.

Paraklete® Financial, Inc., a leading financial advisory firm, is proud to announce the opening of its newest office in Denver, Colorado.

Tom Tillery, MA, MSFS, AEP (Distinguished), CFP®, a highly regarded financial planner and expert in personal financial planning, is pleased to announce his speaking engagement at the upcoming AICPA Engage 2024 conference.

Thomas Tillery, MA, MSFS, AEP (Distinguished), CFP®, a distinguished educator and esteemed expert in personal financial services, is honored to announce his participation as a speaker at the AICPA Engage 2024 conference.