For CPAs, attorneys and other professionals
Referring a client to Dave Bensch
CFP® · Evergreen Wealth Management, LLC · Perrysburg, OH · Verified with the SEC
Who Dave helps
Ohio-based CFP®, EA Helping W2 Employees Retire Responsibly
Specialties: Retirees and pre-retirees · Nurses and healthcare workers · Engineers · Sudden wealth and inheritance · Tax planning · Estate and legacy planning · Charitable giving
How a referral works
- You introduce them with one email below, copying you and Dave. Nobody's added to a list.
- Dave replies to set up a short first conversation, at no cost and with no pressure.
- If it's not a fit, Dave says so and points them somewhere better. Either way, you look good for making the introduction.
Introduce a client
Handing out a name rarely works: most people never call. One email introducing them, copying you and Dave, does. It takes a minute.
Introduce someone to Dave →Advicer.bio doesn't give financial advice or pay for referrals. Dave is responsible for their own advice. Any compensation for referrals between professionals is between them and must follow their own rules.