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Preserving Financial Growth and Protecting a Legacy

  • Broadcast in Business
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Andrew Rauch

Andrew Rauch

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Join the conversation as we invite Don and Andrea Ames, a father and daughter partnership with A&D Advisors LLC. a wealth accumulation and risk management firm as they share some insight, thought leadership and success stories for how they help others grow financially, give more and develop a personal legacy.

We will explore and help answer some of the following common and key questions:

  • What is the #1 issue for wealthy business owners today?
  • What are some of the common mistakes business owners make when designing a good compensation package for partners and key employees?
  • What are some key financial instruments the are missed?
  • What characteristics and expereince are needed for both growth and giving? 

About the Guests:

Don W. Ames, ChFC®, CLU®, CEPA, LUTCF
Partner/Owner

With a career spanning 42 years, Don has served individual and business owner clients successfully as a financial service professional providing insurance and disability planning, and wealth accumulation and risk protection planning. Don is a Chartered Financial Consultant®, Chartered Life Underwriter® and a Certified Exit Planning Advisor.

Andrea M. Ames
Partner/Owner
Andrea has served as a financial services professional for the past two years. Before teaming with Don, Andrea was with Prudential. Andrea has worked with personal financial planning clients in insurance, investment and retirement planning.

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