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<strong>What We Do</strong>

What We Do

Independent Wealth Planning Group, Inc. 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 their family dog.

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Meet Our Team!

Lauren Stephens

Lauren Stephens

Operations Manager/Client Services Assistant

937-646-0017

937-639-2068

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