Individuals & Families

Independent advice from a local professional

Financial Planning

Financial Education

We provide the resources, training, and expertise to develop a critical life skill - financial literacy.

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Insurance

Health Insurance

Dental Insurance

Life Insurance

Disability Insurance

Long-Term Care Insurance

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Wealth Management

Leave investing to the Mann.

We have low-cost investment approaches that save you money

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Jump-Start Plan

Great for people with straightforward financials who are looking to accelerate their path towards their goals.

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Broad Plan

Great for people going through a life transition who are ready to start prioritizing their future.

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Comprehensive Plan

Great for people with complex financial situations that require

holistic solutions.

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Do you know how much you are paying in fees?

Our clients do.

Ask us about transparent Wealth Management

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We help you plan for life transitions,
so you can focus on what matters most.

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Getting Married

Getting Married

We all want a diamond ring, a fancy dress and an exotic honeymoon, but odds are, that without a plan most of these end up being payed for with credit. Is this how you want to begin your new life together?

Getting Married

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Starting a Family

Bringing a new child into the world has a dramatic impact on couples' expenses. A plan can help insure that you don't find yourself coming up short at the end of the month.

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Buying a Home

Buying a Home

Whether you are saving for a down-payment or ready to sign on the bottom line, our financial advice lets you rest easy knowing that you are taking the right steps and making the right decisions for you

Buying a Home

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Changing Jobs

Have you just been offered your dream job and need some help interpreting the benefits package? Or have you been considering a career shift and want to see how this will impact your standard of living? If so, we are here to help.

Changing Jobs

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Going to College

Everyone deserves the opportunity to go to college. Unfortunately, tuition and other expenses continue to outpace income growth for most Americans. Our plans will help you save now, so that you can avoid mountains of student loan debt.

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Moving

Should you rent or buy?
Choose a brand new home in North Eugene or an older one near Sheldon High School?
We'll help you examine the numbers, so that you can make an informed decision.

Moving

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Pre-Retirement

Pre-Retirement

Wherever you are on the path to retirement we will not only help you get there, our plans will ensure that you will control the type of retirement you will enjoy.

Pre-Retirement

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Retirement

Retirement

Now that you are retired it's time to make sure that your money is working for you, so that you don't have to. Having a financial plan is the first step.

Retirement

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Estate Planning

Estate Planning

Leave a lasting legacy by making a plan today. Your loved ones will thank you, and you can rest easy knowing everything is taken care of.

Estate Planning

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What is more important?

Can you afford to live life without a financial plan?

Individuals & Families

Do you know how much you are paying in fees?

Our clients do.

We help you plan for life transitions, so you can focus on what matters most.

What is more important?

We help you plan for life transitions,
so you can focus on what matters most.