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

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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 Services

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Todd Mann Financial Services provides independent advice from a local professional. Located in Springfield, OR, and servicing clients in Lane County, Springfield, Eugene, and nationwide. Financial planning, wealth management, health insurance, life insurance, disability income insurance.

Independent Fiduciary Advice

Todd Mann Financial Services, located in Springfield, OR, offers wealth management services, financial advice, and financial planning.

Fee-Only, Goal-Oriented Investing

Todd Mann Financial Services, located in Springfield, OR, offers competitive insurance services in the areas of health insurance, life insurance, long-term care insurance and disability income insurance. Currently servicing clients nationwide through virtual consultations as well within the Springfield, Eugene, and Lane County area.

Competitive Health. Life, & Disability

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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

Jump-start Plan: For independently-minded people who need help designing a path to achieve their goals. 			§ In-depth Financial Plan: For people with complex financial situations that require holistic solutions. 			§ Financial Training: For people who want more frequent direction and guidance, like a personal trainer. Todd Mann Financial Services offers Wealth Management, Insurance, and Financial Planning Services.

We help you plan for life transitions, so you can avoid racking up debt, and focus on what matters most.

Small Businesses

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

Globe

We provide service to immigrants from around the world, including...

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Korea

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Netherlands

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Peru

Mexico

Japan

France

United Kingdom

 
 
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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.

Empower

Mentor

Include

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 service allows us to give back!

Todd Mann is currently volunteering in many capacities:

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Springfield School Board (Director- Position 1)

Springfield Public Library Foundation Board (Director)

Springfield Chamber Education Committee (Member)

Springfield City Club (Member)

AYSO (Soccer Coach)

Team Springfield (Member)

Springfield Education Foundation (Board Member)

Leadership Eugene-Springfield (Steering Committee Member)

 
 

Current Service Area

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

we have clients from Coast to Coast 

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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 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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