Susan M. Tillery Quoted in FOX Business Article Published December, 2015

Susan M. Tillery, CPA/PFS, President & CEO of Paraklete® Financial, Inc. (PFI) contributes to ‘Breaking up with your Financial Advisor” article on FOX Business.com
 
 
Susan M. Tillery
Susan M. Tillery
 
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Tags:
Personal Financial Planning
Financial Advisor
FOXBusiness

Industry:
Financial

Location:
Atlanta - Georgia - US

Subject:
Events

ATLANTA - Jan. 15, 2016 - PRLog -- FOX Business writer, Andrea Murad, interviewed Susan M. Tillery as a contributor for the December, 2015 article entitled, ‘Breaking up with your Financial Advisor.’ The article discussed areas that people should consider in their ongoing relationship with a Financial Advisor that may indicate a change in the relationshipis necessary. “If someone is not doing a good job for you, it’s very important to reassess the relationship,” says Susan Tillery. “It’s a business transaction, so people shouldn’t be afraid to fire their advisor if they’re not meeting their needs or have some concerns about their behavior.”

The article detailed signs to be aware of, which include: Absence of Risk Tolerance Assessments, Absence of a Written Plan, Statements from your Advisor, Illiquid Investment Suggestions, Lack of Communication, Background Check Issues, Absence of Benchmarks, and Excessive Fees.

See the complete article at FOX Business: http://www.foxbusiness.com/personal-finance/2015/12/15/breaking-up-with-your-financial-advisor/

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.

Susan earned both her bachelor’s and master’s degrees in Accounting from the University of Georgia. She holds the professional designations of Certified Public Accountant (CPA), Personal Financial Specialist (PFS) and Certified Financial Planner (CFP®).

Susan is a member of both the American Institute of CPAs (AICPA) and the Georgia Society of CPAs (GSCPA). In addition, she is Chair of the AICPA Personal Financial Planning Credential Committee. She serves on the Board for The National Center for Stewardship and Generosity.  She has served as past Vice Chair for the Board of Directors for Partnership against Domestic Violence, as well as for Royal Treasure (an organization that energizes, motivates and educates women to be excellent biblical stewards).

Ms. Tillery speaks on the topics of: Financial Planning, CPA’s and Financial Planning, Financial Issues Facing Women, Responsibilities of Wealth, Charitable Giving, and Stewardship. Susan and her family reside in Kennesaw, Georgia.

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Susan M. Tillery
***@parakletefinancial.com
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Tags:Personal Financial Planning, Financial Advisor, FOXBusiness
Industry:Financial
Location:Atlanta - Georgia - United States
Subject:Events
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