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Please Welcome Lauren Stephens to our Firm! What is a CFP? Rightsizing for Retirement Enjoy the present while planning for the future The LPL Research Midyear Outlook 2019: FUNDAMENTAL

Who We Are

Dan Bensman and his team have years of experience that have prepared them to guide you through your life transitions.

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What We Do

We are committed to delivering trust, transparency, and accountability. We put your needs first. 

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Our Blog

Browse through our blog to learn more about financial and lifestyle topics. Check back often!

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Anna Independent Financial Services 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) rollovers, 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 achieve 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.