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Disclosure
Terms of Use
Please read these terms and conditions of use (“Terms”) carefully before using the website or any of the information or services provided by T. Mann Financial (Todd Mann Financial Services, Inc.) and Todd Mann (collectively “we'', ''our” or ''us”) in connection with the Website.
By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by T. Mann Financial and Todd Mann in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website.
You may use your browser to download or print a copy of these Terms for your records. T. Mann Financial and Todd Mann reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.
We appreciate you taking the time to connect with us online, and we look forward to providing you with interesting content.
Views and Opinions Expressed
The views, opinions, and analysis expressed here are that of T. Mann Financial and Todd Mann, are subject to change at any time, and are not intended to be a guarantee of future events.
Investment advisory services are offered through Brookwood Investment Group LLC, a registered investment adviser. Registration does not imply a certain level of skill or training. This website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of this website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Brookwood Investment Group LLC, please visit https://adviserinfo.sec.gov/. A copy of Brookwood Investment Group’s current written disclosure statement discussing Brookwood Investment Group LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Brookwood Investment Group LLC upon written request. Brookwood Investment Group LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
The views and opinions expressed here are T. Mann Financial and Todd Mann alone and do not represent the official views of Brookwood Investment Group LLC or any of their affiliates. Nothing available on this Website constitutes investment advice, tax or accounting advice, legal or regulatory advice or an offer to sell or a solicitation of an offer to buy any security. This website is limited to the dissemination of general information pertaining to advisory services and may contain additional investment related information, publications, and links. The website may contain links to articles or other information that are contained on a third party website. T. Mann Financial does not endorse or accept responsibility for the content, or the use, of the website. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. T. Mann Financial assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages. Accordingly, the publication of this website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. T. Mann Financial and Todd Mann is not an attorney or a tax professional and nothing on this website should be considered tax or accounting advice, legal or regulatory advice.
Websites such as this are not impartial and are provided in connection with advertising and marketing of T. Mann Financial and Todd Mann’s services. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor’s own situation.
We appreciate the time you took to learn how to connect with us online, and we look forward to providing you with interesting industry content.
Social Media Presence
Links to T. Mann Financial and Todd Mann social media presence on Facebook and LinkedIn are provided for marketing purposes. It is up to you to read and understand the privacy policies and terms of service for each social media site you participate in. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by any third parties on social media sites. We have no control over how the social media sites or other third parties will use the information visitors share. We do not control, serve, adopt or endorse any content that may be published on any social media site. No part of any social media site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax, legal, insurance or regulatory advice.
No client was compensated to follow us on any social media page or connect with us on social media. Clicking the “Like” button does not constitute a testimonial for or endorsement of our firm, any associated person, or our services. Clicking the “Like” button is merely a mechanism to circulate our Social Media page. The appearance of people that have chosen to follow or “like” our social media or connect with Brookwood Investment Group LLC, its investment advisor representatives on social media does not constitute a testimonial for endorsement of Brookwood Investment Group LLC or its investment advisor representatives, or any services Belpointe or its investment advisor representatives provide. It is not known whether such individuals approve or disapprove of our services. Visitors must avoid posting positive reviews of their experiences with Brookwood Investment Group LLC, services on social media sites , as such reviews are deemed testimonials and prohibited under state and federal securities laws and may not reflect the experiences of all clients of Brookwood Investment Group LLC, Because federal and state securities laws prohibit testimonials, any such postings are subject to swift removal.
The entire content of social media sites that we participate in, including third party posts, is archived by Brookwood Investment Group LLC, to comply with securities regulations. We do not provide investment advisory services or permit financial transactions be conducted through any social media site. Specific financial questions on account information can’t be posted by a client or an advisor and any such postings are subject to swift removal. Should any client of T. Mann Financial and Todd Mann, have specific questions or concerns relating to your account(s), please contact our office directly. You should not communicate or private message T. Mann Financial and Todd Mann, or your investment advisor representative through social media. As convenient as it is to message people within social media sites, Brookwood Investment Group LLC, or its investment advisor representatives are not permitted to return messages within social media channels and cannot protect your privacy when you use social media sites. We will respond, but will do so from our monitored business email account.
Third Party Links
This website may contain links to articles or other information contained on a third party website. T. Mann Financial, Todd Mann and/or Brookwood Investment Group LLC do not endorse or accept responsibility for the content, or the use of the third party website. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. T. Mann Financial, Todd Mann and/or Brookwood Investment Group LLC assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the third party website and inclusion or reference by T. Mann Financial, Todd Mann and/or Brookwood Investment Group LLC to any third party site should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.
Current Clients
If you are a current Client it is important to remember that it is your responsibility to notify us, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or modify any reasonable restrictions to our investment advisory services.
An investment advisory relationship can only be established and investment advice can only be provided after the execution of a investment advisory agreement; and the delivery of client disclosure document.
Clients who engage T. Mann Financial and Todd Mann should be aware that all investments involve risk, and there can be no assurance that the future performance of any specific investment or investment strategy including those undertaken by us after engaging our services will be profitable or equal any historical performance level(s).
Awards
Readers' Choice- The Register Guard Newspaper holds an annual competition for dozens of different categories including financial planner. T. Mann Financial was voted in 2020 as the number one financial planner. In 2021 we were voted as a top 3 finalist. No compensation was provided to the Register Guard for this award and or participation in this competition.
Marketplace Circle of Champions- The Federal Marketplace places brokers who assist 20 or more marketplace applicants each year in its Circle of Champions. T. Mann Financial was placed in the Circle of Champions for the years of 2021, 2022, 2023. No compensation was provided to the Federal Marketplace for this award and or participation in this competition.
20 Under 40 Rising Business Stars- The Eugene Area Chamber of Commerce selects 20 rising business stars and Todd Mann was selected and awarded this in 2022. Winners show excellence in their careers, put a priority on community service and want to make their community the best it can be. Todd is not currently a member of the Eugene Chamber. No compensation was provided for this award and or participation in this selection process.
2021 Emerging Leader- The Springfield Area Chamber of Commerce annually selects an emerging leader at their Annual Awards and Installation event. Todd Mann was selected and awarded this in 2021. This award recognizes an individual who exhibits exemplary leadership in volunteer work and civic engagement, as well as a commitment to professional and leadership development. Todd is currently a member of the Springfield Chamber but did not serve on the independent selection committee. No compensation was provided for this award and or participation in this selection process.
Top 3 Financial Services in Eugene- Three Best Rated holds an annual selection process for dozens of different categories including financial planner. They handpick the Top 3 Financial Services in Eugene, Oregon based on a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. T. Mann Financial was selected in both 2022 and 2023. No compensation was provided to Three Best Rated for this award and or participation in this selection process.
Third party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results.