Todd Mann Financial Planning
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Best financial planner
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Best Health Insurance
Best financial Advisor

No one should go through life without a plan
Make a Financial Plan With the Mann

Eugene financial advisor
financial planning springfield
financial planning springfield
financial planning springfield
financial planning springfield

100% Springfield & Eugene based advice

8:00am-8:00pm, 7-days a week via Zoom & Phone

 

Financial planning services available nation-wide

 

By appointment only for in-person meetings

 

Our Financial Planning Services

Eugene Finacial Planning
financial planning

Independent Fiduciary Advice

wealth management

Fee-Only, Goal-Oriented Investing

life insurance

Competitive Health. Life, LTC, Disability, Home and Auto

financial literacy

We help grow and empower communities with financial literacy

How are you prepared for a market downturn?

Click here to get a complimentary Portfolio Analysis

Our Clients

Individuals & Families

Financial Planning for Families

We help you plan for life transitions, so you can avoid racking up debt, and 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?

financial planning for immigrants

We provide financial planning services to immigrants from around the world, including...

finanical planning for immigrants from korea

Korea

finanical planning for immigrants from netherlands

Netherlands

finanical planning for immigrants from peru
finanical planning for immigrants from mexico
finanical planning for immigrants from japan
finanical planning for immigrants from france
finanical planning for immigrants from uk

Peru

Mexico

Japan

France

United Kingdom

 
 
Todd Mann Financial Services

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, Financial Advisor
Certified-Financial-Education-Instructor

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.

Financial Planning

Empower

Financial Planner

Mentor

Financial Plannin for all

Include

Financial Planning education

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 give access to under-served community members by providing no-cost advice from the position of a fiduciary.

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:

Todd Mann Financial Planner

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.  

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

 

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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