Keven Prather specializes in serving the complex needs of business owners through Financial Planning and Business Transition/Exit Planning. Using a Total Wealth Planning approach, Keven’s objective is to turn complex problems into actionable, understandable and manageable steps, by collaborating with business owners, their family, and strategic partners. Keven can be reached at (216) 592-7314 or kprather@financialguide.com. www.TransitioNextAdvisors.com.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services LLC. Member SIPC. www.SIPC.org. TransitioNext Advisors is not a subsidiary or affiliate of MML Investors Services LLC or its affiliated companies. Supervisory Office: 1956 Carter Rd., Suite 200, Cleveland, Ohio 44113. (216) 621-5680.
This report is intended to be used for informational purposes only. Neither MML Investors Services nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney, legal, or tax counsel for advice on specific legal and tax matters.
CEG Worldwide LLC is not a subsidiary or affiliate of MML Investors Services LLC or its affiliated companies. VFO Inner Circle Special Report by Russ Alan Prince and John J. Bowen Jr. ©copyright 2024 by AES Nation LLC. All rights reserved. This report is reprinted with permission from VFO Inner Circle. Unless otherwise noted the source for all data cited regarding financial advisors in this report is CEG Worldwide LLC. The source for all data cited regarding business owners and other professionals is AES Nation, LLC. CRN202705-6588010
The deadline is approaching: key insights on understanding the CTA.
Published: 12.02.24
By Keven Prather
Business owners need to know how to avoid financial con artists.
Published: 11.01.24
By Keven Prather
Don’t Let Procrastination Hurt Your Finances.
Published: 10.01.24
By Keven Prather
Learn effective strategies to prevent uncomfortable surprises.
Published: 09.01.24
By Keven Prather
Reducing your stress with a financial stress test.
Published: 08.01.24
By Keven Prather
Many strategies can help safeguard your wealth against those who would unjustly seek to take it.
Published: 07.01.24
By Keven Prather
Take the uncertainty out of your financial concerns.
Published: 04.29.24
By Keven Prather
1. Know Your Business’ Real Value 2. Diversify Investments 3. Minimize Taxes
Published: 03.27.24
By Keven Prather
Here’s How to Avoid Them
Published: 03.02.24
By Keven Prather
