Financial Planning for Springfield and Eugene Community Leaders
Independent, fee-only financial planning for elected officials, candidates, and values-driven citizens in Lane County. We help you keep your finances organized so you can focus on serving.
"As a former elected official, I know firsthand the financial sacrifices that come with public service. Many community leaders find that staying organized financially helps them stay focused on the job they were elected to do. We work with public servants on planning that fits the realities of their schedules and their service.
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Todd Mann
Elected and Appointed Government Officials
We Plan, So You Can Lead
Public service often comes with a real personal cost in time and money. T. Mann Financial offers a discount on financial planning services to any current elected or appointed officeholder in Oregon as a way to support those serving our community. Ask us about eligibility during your initial consultation.
What might a financial plan include?
Goal Exploration
Risk Analysis
Retirement Planning
Financial Wellness Check
Investment Profile
Goal-Oriented Action Plan
Aspiring Leaders & Candidates for Office
Running for office takes time, energy, and money. Sorting out your personal finances before the campaign begins can help you separate personal funds from campaign funds and keep your focus on the race. We work with first-time and returning candidates across Lane County.
Don't wait until you're worried about your campaign finances to take care of your personal finances.
Independent Advice from a Local Professional
We help grow and empower communities with financial literacy
Getting on track with your finances can be easier than you think once you have a solid plan. Let us help you get started today.
Financial education programs from T. Mann Financial include these four elements:
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Clear Programming Goals
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Qualified Educator
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High-Quality Materials
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Empirical Evidence of Program Impact
T. Mann Financial offers a flexible planning approach, which always starts with a complimentary consultation.
After that you can select:
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a planning package
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by the hour
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or year-round-clients
Covering key components such as:
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Savings, Expenses, & Budgeting
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Loans & Debt
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Risk Management & Insurance
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and more...
Ask us if you qualify for a discount!
Are you an aspiring leader trying to take control of your finances?
Click here to schedule a complimentary consultation today.
Value-Driven Citizens
Do your investments align with your values?
What is important to you about the companies you invest in?
Environmental Impact
Ethical & Moral Impact
Political Impact
Socio-economic Impact
Social Justice Impact
Public Health Impact
Faith Impact
Local Community Impact
Just as you care about who you vote for, you may care about where your money is invested. We can help you explore investment options that reflect what matters to you.
Oregon Tax Credits for Contributions
Did you know?
Oregon residents may qualify for a state political contribution tax credit of up to $50 (single filers) or $100 (joint filers) for contributions to qualifying political parties, candidates, and committees. Income limits apply.
Source: Oregon Department of Revenue, Political Contribution Credit and ORS 316.102.
