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Todd Mann Financial Planning
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Springfield chamber of commerce emerging leader award
Circle of Champions for Health Insurance Award Winning T. Mann Financial 2023, 2022, 2021
Best financial planner
Best financial Advisor
Eugene 20 Under 40 Todd Mann

T. Mann Financial

Springfield Oregon's Award Winning Fiduciary Financial Advisor

Springfield Oregon Financial Planning Wealth Management Insurance
Springfield Oregon Indepenent Fiduciary Fee-Only Local

Independent Fiduciary

Fee-Only

Local & Transparent

Todd Mann with Small Business
Todd Mann Mission and Goal
Financial Planning Services

Professionals

Business Owners

Immigrants

To Empower

To Lead

To Stay Cutting-edge

Nationwide Financial Planning & Wealth Management 

Our Services
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T. Mann Financial's Services

100% Springfield Oregon based service. By appointment 8am-8pm 7 days a week.

Eugene Finacial Planning
financial planning

Independent Fiduciary Advice

wealth management

Fee-Only, Goal-Oriented Investing

life insurance

Competitive Health, Life, LTC, Disability

financial literacy & financial education classes

We empower communities with financial literacy

Our Style

T. Mann Financial's Style

We have been intentional about how we serve our clients since day one.

Todd Mann Independent Fiduciary Financial Advice
Cerified Financial Advisor

An Independent Fiduciary

Doing what is in our client's best interest is the foundation of our fiduciary financial advice.

Financial Advisor Fee-Only Todd Mann

Our Fee-Only Approach

We set clear expectations by making our prices transparent, affordable, and consistent.

Local Financial Advisor Todd Mann

Local & Transparent

We treat you like a neighbor, that means we answer the phone, no 1-800 numbers.

Our Founder

financial advisor Todd Mann Springfield Oregon
Certified-Financial-Education-Instructor

Todd Mann, CFEI®

Fee-only Financial Planner

Todd is the Mann with a Plan!

While growing up in Springfield, Oregon Todd's family like many others was stuck in a cycle of financial struggles that only got worse as he entered high school. Unfortunately, at the time financial literacy education was not available in his school or at home and so Todd took it upon himself to seek out financial education wherever possible. 

While working on a PhD. in Korea and teaching at a university there Todd and his wife made the decision to return to Springfield to raise their children.

 

So Todd went to work in 2018 to establish a company that would empower people to break that cycle of struggle. His intentionality is evident when he chose the hard road and started independent from day one, which is rare in financial services. This independence has allowed him to serve his clients how he would want to be treated.

The Fiduciary Standard

A fiduciary is ethically and legally obligated to do what is in the best interest of their clients.

 

Not all financial advisors are fiduciaries.

According to the SEC the fiduciary duty also entails:

  • Acting with undivided loyalty and utmost good faith

  • Providing full and fair disclosure of all material facts

  • Avoiding conflicts of interest

  • Not using a client's assets for the advisor's or other client's benefit

Our Clients
Happiness

T. Mann Financial's Clients

Like our investments options, our clients are about as diverse as it gets

Individuals & Families

Financial Planning for Families

We help you plan for life so you can focus on what matters most.

Small Businesses

Financial Planning for Small Businesses

From industry leaders to start-ups... Can your business afford to not have a plan?

Who our our clients?

Our clients work in a wide range of professions, including:

Education: Teachers, Professors, & Administrators

Healthcare:  Doctors, Nurses, & Counselors

Trades: Plumbers, Construction Workers, Tile Workers

Tech: Programmers, Engineers, Tech Support

Food Services: Restaurant Owners, Cooks, Sushi Chefs

Public Service: Police Officers, Postal Workers, US Servicemen

Others: Stay-at-home Moms, Retirees, Students

Our clients own a variety of businesses, including: 

finanical planning for construction

Construction Firms

finanical planning for small business

Pizzerias

finanical planning for tech companies
finanical planning for property managment firms
finanical planning for auto industry

Tech Companies

Property Management
Firms

Auto Parts Dealers

finanical planning for service industry
finanical planning for healthcare
finanical planning for restaurants

Cleaning Services

Counseling Services

Restaurants

Some of our clients have immigrated from around the world including: 

finanical planning for immigrants from korea

Korea

finanical planning for immigrants from netherlands
finanical planning for immigrants from peru

Netherlands

Peru

finanical planning for immigrants from mexico

Mexico

finanical planning for immigrants from japan

Japan

finanical planning for immigrants from france

France

finanical planning for immigrants from uk

United Kingdom

Our Mission
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T. Mann Financial's Mission

It is our mission to empower, to lead, and to stay cutting-edge.

Empowering our clients and the Community

Join us in breaking the "cycle of struggle" for the people of Springfield, Eugene, and around the nation.

See our community involvement here.

Empowering Clients

We don't just teach people how to be financially stable, we try to help them become resilient and unshakable.

financial advice client empowerment Todd Mann

Mentoring Youth

We mentor local youth by offering internship opportunities to keep talented people in Oregon.

financial advice for youth Todd Mann mentor
Community Involvement

Leading in Springfield & Eugene

Choosing a local financial planning service allows us to give back!

Todd Mann Financial Planner
Springfield Education Foundation Todd Mann
Springfield Public Library Foundation Todd Mann
Lane Council of Governments Board Todd Mann
Leadership Eugene-Springfield Steering Committee Todd Mann

Todd has a passion for financial literacy education which has led him to serve his community in various roles over the years including as:

Vice-Chair of the Springfield School Board of Directors (2019-2023)

Springfield School Board_2021
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Member of the Springfield Education Foundation Board (2021-2023)

Member of the Springfield Public Library Foundation Board (2020-2023)

Member of the Lane Council of Governments Board (2019-2021)

Leadership Eugene-Springfield Steering Committee Member (2022)

Todd is an active member of various Springfield and Eugene organizations including:

Springfield City Club Todd Mann
Springfield Chamber of Commerce Todd Mann
STAND for children Oregon Todd Mann

Todd is Currently the Springfield AYSO Regional Commissioner

He is also a soccer coach and referee.

Financial Planning Community Todd Mann
Springfield AYSO Coach Todd Mann

How we Stay Cutting Edge

We strive to use the best financial tools available, to stay on top of important legal and industry changes.

We Utilize Advanced Technology

Cyber Security

AI Tools

Orion Planning

Schwab's Trading Platform

Financial Planning Up-to-date legislation

We Keep Up-to-date on Legislation

Oregon Legislation

Financial Regulation

Insurance Regulation

Tax Code

Insurance and current

We Stay Current with the Industry

Investment Strategies

Financial Literacy Ed.

Health Insurance Landscape

Image by Raúl Nájera

T. Mann Financial's Service Area

While our financial planning advisers are based in Springfield & Eugene Oregon,

we have clients from Coast to Coast.  

Virtual Appointments Todd Mann

We are available nationwide via Zoom  8am-8pm, 7 days a week.

Phone Appointments Todd Mann

We strive to answer every call and don't use 1-800 numbers. 

In-Person Meetings Todd Mann Oregon

We can meet you where you are at in life and in Oregon, just ask. 

Current Service Area
Financial Planning Eugene

Lane County zip codes we service:

97324, 97390, 97401, 97402, 97403, 97404, 97405, 97408, 97412, 97413, 97419, 97424, 97426, 97430, 97431, 97434, 97437, 97438, 97439, 97446, 97448, 97451, 97452, 97453, 97454, 97455, 97456, 97461, 97463, 97477, 97478, 97480, 97487, 97488, 97489, 97490, 97492, 97493, 97498

Have Questions?
Schedule a Complimentary Consultation Today!

Use our online calendar to schedule a complimentary virtual financial planning consultation today!

If you, or someone you know, is in need of financial advice right now, follow the link below to schedule your complimentary virtual consultation.

 

No obligation or commitments required.

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