636: Steven Bowles: The Power Of A Premium Financing Strategy

My guest in this episode is Steven Bowles. Steven is the Director
of Business Development with Momentum Advanced Planning, a
national consulting firm.   Where all aspects of
planning converge- tax planning, asset protection, family office
structure, family governance, risk management, philanthropy and
efficient wealth transfer- the team at Momentum steps in. 
Momentum is a team of resources curated by one family which now
serves and collaborates with other families and family offices.


 


Interview Links:


Momentum Advanced Planning


 


Resources:


Create A Strategy


Become The Bank


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