Meet Emily Prendiville
Watch this video to learn more about Emily, her background and her passions.
Wouldn't it be nice to be able to access your own money throughout your life, tax-exempt, rather than giving it to financial institutions, Wall Street and the government? Think about it. What if you could reduce your taxes, market risk, and fees by learning 3 primary principles used by the wealthiest in this country?
I’m Emily Prendiville, the founder and CEO of Financial Transitions LLC, and my mission is to help transition clients from the traditional wealth accumulation model to unique strategies that build and provide access to tax exempt cash flow throughout their lifetime.
With over 30 years of experience advising clients about their financial options, it's only been in the past 10 or so years that I awakened to the realization that we, as financial advisors, need to be educating our clients on how to manage their wealth in a way that allows them to spend more, save more and give more.
I got a real dose of reality going through the market crash of 2008. Everything around us was elevating fear. Today, I talk with people who still aren’t back to where they were in 2008.
When I really thought through it, I realized that after 2008, the economics of the world had changed. So I questioned, if I believe that the economics of the world have changed, does it make sense that I continue to tell my clients to use the same traditional strategies we'd been using pre-2008?
For the first time, I began to question what I’d been following with traditional planning for decades. In the past, I assumed what I was taught by my industry was what was best for my clients. But now, I know better.
As I began to question and look closer, I came to the realization that we’ve only been given half the story. We’ve only been taught how the math piece works, but not necessarily how true wealth works. I believe that we’ve only been given half the story because the financial information that most of us receive is built upon the agendas of the financial institutions, of Wall Street and the government.
From that point forward, I’ve made it my mission to show people, through education, how they have the opportunity to gain greater control of their wealth rather than unnecessarily transferring it to these institutions. I want my clients to live a life with the freedom to save more, spend more and give more, leaving the world a better place.
On a personal note, I'm also a 6 time Boston Marathon runner, love travel and I'm a mom to a wonderful son and a rambunctious rescue dog.
If this has your mind racing or you're just curious, let's talk to see if our beliefs are aligned.