Ask us about our "Road Towards Financial Independence" six step process!

You deserve a strategy that adapts to your needs.

We know that these can be frightening times, but we want to assure you that one thing you don't need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks or even months might bring.

<b>Our Work is Critical</b>

Our Work is Critical

Financial Services is defined as a critical infrastructure sector by the U.S. Department of Homeland Security, Cybersecurity & Infrastructure Security Agency. This means the work we do is essential to the economy and we are able to continue business.

We, and our broker/dealer LPL Financial, will continue to operate and will be able to provide you with the support and service you can always expect from us.

You Matter to Us
While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet together in person, but we can still connect and discuss any concerns you have.

We'll be in touch with you as evolve, continuing to provide updates and support, As always please feel free to contact us as at 937-639-2068 any time.

We are always here for you

<strong>What We Do</strong>

What We Do

Independent Wealth Planning Group is a one-stop financial services firm in Anna, Ohio. We strive to provide our clients with high-quality services and products in a friendly, low-pressure environment. We are skilled in the areas of investment management, insurance and risk management, and financial planning. Our clients appreciate having us there to assist them with things like 401(k) distribution options, managing an inheritance wisely, or crunching the numbers to project when they may be able to retire comfortably. It’s our mission to treat our clients like a member of our family and to help them pursue their financial goals. Dan Bensman, the firm’s founder and owner, has been in the financial services industry since 1998. He’s an Anna native and is active in the community. He has spent many years coaching youth sports, volunteering for local non-profit groups, and serving on a village board. He and his wife, Tara, enjoy spending time with their 3 children and the family dog, Chubs.

Learn more

Meet Our Team

Lauren Stephens

Lauren Stephens

Operations Manager/Client Services Assistant



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