About

In everything we do, we believe in putting people, not institutions, in control of their hard earned money.

Kevin Prendiville

Kevin Prendiville

After witnessing the collusion between the government and financial institutions and how it contributed to the economic collapse of 2008 and listening to many stories about how people’s lives were changed overnight due to circumstances beyond their control, Kevin joined Financial Transitions. The firm is passionate about putting people, not institutions, in control of their money while minimizing risk and increasing cash flow. With experience in the political sphere, Kevin now transitions clients from the traditional wealth accumulation model to unique strategies to build tax efficient cash flow throughout a client’s lifetime. He believes the traditional model is no longer effective after watching the catastrophes of 2008 and beyond.

Emily Prendiville

Emily Prendiville

After the economic collapse of 2008 and listening to many stories about how people’s lives were changed overnight due to circumstances beyond their control, Emily founded Financial Transitions. The firm is passionate about putting people, not institutions, in control of their money while minimizing risk and increasing cash flow.

With 30 years’ experience in financial services, Emily transitions clients from the traditional wealth accumulation model to unique strategies to build tax efficient cash flow throughout a client’s lifetime. Her creative problem solving abilities and proven network of related industry experts helps her deliver custom-tailored professional financial strategies which allow for a client’s continuous compounding growth of their money.

As a member of The Breakaway League, an elite group of professionals from around the country, we focus on identifying wealth people were transferring away unknowingly and unnecessarily, recapturing that wealth to redirect it for your use throughout your lifetime.

Emily’s professional achievements have included earning the esteemed industry designations of CLU®, ChFC®, CLTC; qualifying for Top of the Table within The Million Dollar Round Table; being the featured financial management speaker to various organizations; and receiving the National Association of Life Underwriters Quality Award. Ohio National Financial Services honored Emily as a 3-time President’s Inner Circle Qualifier plus recipient of the George Pearson Award, Executive Council, and Council of Honor. Emily was a featured speaker at the 2015 Million Dollar Roundtable.

She has served as Chairperson of the NAIFA Massachusetts Professional Development Committee, is past Treasurer of the Boston Chapter of NAIPC, and past president of the BNI Premier Chapter. She is an avid runner, having completed six Boston Marathons, frequently raising money for national and local charities.

If we could show you the five parts of the tax code that use the word exempt, is that a conversation you would like to have?

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