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.
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M.C. Thank you for facilitating this conversation about premium financed life insurance! It is always a pleasure when we chat about life, family, wealth, tax planning, family office strategies, and even rugby. I’m glad you were introduced to Momentum Advanced Planning and look forward to continuing to be a resource to you and your clients.
– Steven Bowles
sbowles@momentumap.com