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.