937-646-0017 danbensman@independentwealthpg.com Account View Login Home About Us Schedule with Dan Right Capital Resources LPL Insights Contact Us Independent Wealth Planning Group, Inc. We strive to clear the road towards financial independence by assisting our clients to formulate, implement, and execute on a holistic financial plan. Ask us about our "Road Towards Financial Independence" six step process! 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. LEARN MORE Meet Our Team! Daniel J. Bensman, CFP LPL Registered Principal 937-646-0017 937-639-2068 danbensman@independentwealthpg.com DJ Heintz Insurance Specialist 937-646-0017 937-639-2068 djheintz@independentwealthpg.com Lauren Stephens LPL Registered Admin. Assistant 937-646-0017 937-639-2068 laurenstephens@independentwealthpg.com Have a Question? Name Email Phone Question We’d love to hear from you! CONTACT US Contact Office: 937-646-0017 515 East Main Street Suite C Anna, OH 45302 Send an Email Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, GA, IN, KY, MA, OH. Securities and advisory services offered through LPL Financial, a registered investment advisor and broker-dealer: Member FINRA/SIPC. Insurance products are offered through LPL Financial or its licensed affiliates.