Springfield Oregon
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Best Health Insurance
Best Financial Planner

Your Springfield Oregon Financial Advisor
Make a Financial Plan with the Mann

T. Mann Financial Team
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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

Financial Services
Financial Planning

Independent Fiduciary Advice

Investments

Fee-Only, Goal-Oriented Investing

Insurance

Competitive Health. Life, & Disability

Financial Education Classes

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

Energy Credits and Deductions

SUB customers may be eligible for

 Rebates, 0% APR Loans, Grants, or Tax Credits

Saving for Healthcare in Springfield

Health Insurance

We can help plan for the costs of healthcare at our Springfield hospitals, clinics, and LTC providers.

Saving for College in Springfield

College Savings Plans

Whether you plan to go to the U of O or Lane Community College we can help!

Saving for retirement in Springfield

Retirement

We help people navigate the financial choices around retiring in Springfield.

Our Springfield Clients

As of January 2022

Globe

We provide service to people who have immigrated to Springfield from around the world, including:

Koreans

Korea

Netherlands

Netherlands

Fuji

Fuji

Mexico

Mexico

Individuals & Families

Individuals and Families

We help you plan for life transitions, so you can avoid racking up debt, and focus on what matters most.

Small Businesses

Small Businesses

From industry leaders to start-ups... Can your business afford to not have a plan?

 
 
Financial Advisor

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, Financial Advisor
Cerified Financial Advisor

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:

  • Acting with undivided loyalty and utmost good faith

  • Providing full and fair disclosure of all material facts

  • Avoiding conflicts of interest

  • 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.

Financial Literacy

Empower

Financial Education

Mentor

Our Mission

Include

Financial Leadership

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:

Todd Mann Financial Leader

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:

Community Impact
 
 

Springfield Service Area

From Glenwood to Thurston, our Springfield advisors are ready to help you with your finances.

Map of Springfield Oregon

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

 

Use our online calendar to schedule a complimentary virtual financial consultation today!

If you, or someone you know, is in need of financial advice right now, follow the link below to schedule your complimentary virtual consultation.

 

No obligation or commitments required.

Virtual Financial Consultations