Check the background of this financial professional on FINRA's BrokerCheck
No one should go through life without a plan
Make a Financial Plan With the Mann
.png)
-
100% Springfield & Eugene based advice
-
8:00am-8:00pm, 7-days a week via Zoom & Phone
-
Financial planning services available nation-wide
Our Financial Planning Services
Independent Fiduciary Advice
Fee-Only, Goal-Oriented Investing
Competitive Health. Life, LTC, Disability, Home and Auto
We help grow and empower communities with financial literacy
How are you prepared for a market downturn?
Start Here to get a Portfolio Analysis
Our Clients
We provide financial planning services to immigrants from around the world, including...
Korea
Netherlands
_svg.png)
Peru
Mexico
Japan
France
United Kingdom
Our Style
About Us
We are active Springfield-Eugene community members on a mission to provide our clients with transparency, professionalism, and best in class service.
Our Founder
Todd Mann, CFEI®
Fee-only Financial Planner
Todd is the Mann with a Plan!
He is a fee-only fiduciary, born and raised in Springfield, Oregon.
Todd has a passion for financial literacy education which has led him to serve his community as a member of the Springfield School Board, the Springfield Education Foundation Board, the Springfield Public Library Foundation Board, the Springfield Chamber's Education Committee, and until recently the Lane Council of Governments' Board.
Todd spends much of his free time with his amazing children Lana and Paul including coaching Lana's AYSO soccer team.
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 Mission
To break the "cycle of struggle" for the people of Springfield, Eugene, and Lane County
See our community involvement here.
Empower
Mentor
Lead
We don't just teach people how to be financially stable, we help them become resilient and unshakable.
We mentor community youth, we offer internship opportunities to keep talented people in our community.
We serve on multiple Springfield and Lane County boards and committees where we champion financial literacy education.
Community Involvement
Choosing a local financial planning service allows us to give back!
Todd Mann is currently volunteering in many capacities:
.png)
Springfield School Board (Vice-Chair)
Springfield Public Library Foundation Board (Director)
Springfield Chamber Work Ready Committee (Member)
Springfield City Club (Member)
AYSO (Soccer Coach)
Team Springfield (Member)
Springfield Education Foundation (Board Member)
Current Service Area
While our financial planning advisers are based in Springfield & Eugene Oregon,
we have clients from Coast to Coast.
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
