Individuals & Families
Independent advice from a local professional
We provide the resources, training, and expertise to develop a critical life skill - financial literacy.
Health Insurance
Dental Insurance
Life Insurance
Disability Insurance
Long-Term Care Insurance
Leave investing to the Mann.
We have low-cost investment approaches that save you money
For independently-minded people who need help designing a path to achieve their goals.
For people who want more frequent direction and guidance, like a personal trainer.
For people with complex financial situations that require holistic solutions.
Do you know how much you are paying in fees?
Our clients do.
Ask us about transparent Wealth Management
We help you plan for life transitions, so you can avoid racking up debt, and focus on what matters most.
Hover cursor over images to learn more
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
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.
Starting a Family
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
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
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.
Going to College
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
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
Retirement
Now that you are retired it's time to insure that your money is working for you, so that you don't have to. Having a financial plan is the first step in avoiding lack of funds.
Retirement
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
What is
important?
Can you afford to live life without a financial plan?
Have Questions?
