No one should go through life without a plan
Make a Financial Plan With the Mann
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
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
Individuals & Families
We help you plan for life transitions, so you can avoid racking up debt, and focus on what matters most.
From industry leaders to start-ups... Can your business afford to not have a plan?
We provide financial planning services to immigrants from around the world, including...
We are active Springfield-Eugene community members on a mission to provide our clients with transparency, professionalism, and best in class service.
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
To break the "cycle of struggle" for the people of Springfield, Eugene, and Lane County
See our community involvement here.
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.
Choosing a local financial planning service allows us to give back!
Todd Mann is currently volunteering in many capacities:
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
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.