Check the background of this financial professional on FINRA's BrokerCheck
Your Springfield Oregon Financial Advisor
Make a Financial Plan with the Mann
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100% Springfield Oregon based advice
8:00am-8:00pm, 7-days a week via Zoom & Phone
A fiduciary financial adviser near you.
By appointment only for in-person meetings
Our Springfield Based Services
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Independent Fiduciary Advice
Fee-Only, Goal-Oriented Investing
Competitive Health. Life, & Disability
We help grow and empower communities with financial literacy
Springfield Specific Advice
We have the local knowledge and resources to help you.
Energy Conservation in Springfield
SUB customers may be eligible for
Rebates, 0% APR Loans, Grants, or Tax Credits
Saving for Healthcare in Springfield
We can help plan for the costs of healthcare at our Springfield hospitals, clinics, and LTC providers.
Saving for College in Springfield
Whether you plan to go to the U of O or Lane Community College we can help!
Saving for retirement in Springfield
We help people navigate the financial choices around retiring in Springfield.
Our Springfield Clients
As of January 2022
We provide service to people who have immigrated to Springfield from around the world, including:
Korea
Netherlands
Fuji
Mexico
Springfield Style
Our Springfield Oregon Connection
We are active Springfield community members on a mission to provide our clients with transparency, professionalism, and best in class service.
Our Founder
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:
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Acting with undivided loyalty and utmost good faith
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Providing full and fair disclosure of all material facts
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Avoiding conflicts of interest
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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.
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)
We sponsor community events such as:
the Springfield Education Foundation's 2021 & 2022 Honor Roll Programs:
Springfield Service Area
From Glenwood to Thurston, our Springfield advisors are ready to help you with your finances.
Thurston
Springfield
Gateway
Glenwood
Hayden Bridge
Glenwood
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
