Dan recently became a SmartVestor Pro vetted by Dave Ramsey and his team to help those with investing, planning, and financial needs.
At Independent Wealth Planning Group, Inc., we strive to help our clients on the road to financial independence, as well as provide products and services to help them reach their goals. We would love to talk with you to hear about your goals and plans for your future. Give us a call at 937-646-0017 to schedule a meeting or a call to let us know how we can serve you.
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Independent Wealth Planning Group, Inc., or LPL Financial.