We help you plan for life transitions, so you can avoid racking up debt, and focus on what matters most. We are active Springfield-Eugene community members on a mission to provide our clients with transparency, professionalism, and best in class service. Todd is the Mann with a Plan! He is a fully licensed fiduciary, born and raised in Springfield, Oregon.
Todd has passed the following licensing exams: SIE, Series 66, Series 7, Oregon Life Insurance, and Oregon Health Insurance. Todd is also a member of multiple professional associations. A fiduciary is ethically and legally obligated to do what is in the best interest of their clients. Not all financial advisors are fiduciaries.
Todd has passed the following licensing exams: SIE, Series 66, Series 7, Oregon Life Insurance, and Oregon Health Insurance. Todd is also a member of multiple professional associations. A fiduciary is ethically and legally obligated to do what is in the best interest of their clients. Not all financial advisors are fiduciaries.
Services
Financial planning and financial advising in Springfield, Eugene, and Lane County. The Jump-Start plan is for independently-minded people who need help in designing a path to reach their financial goals. Todd Mann Financial Services offers financial planning services for individuals and families. The in-depth plan is for people with complex financial situations that require holistic solutions.
A single, all-inclusive, asset-based fee at a fraction of the cost of traditional investment firms. From hotel chains to block chain we give our clients the tools they need to protect their assets in an uncertain future. The result is a portfolio equipped for the modern age, enhanced by the value of a personal advisor relationship, providing stability in adverse public market volatility.
Are you paying too much for insurance around Springfield, Eugene, or Lane County? Todd Mann Financial Services can help you out with a free insurance quote to determine if you are paying too much! We have the independence to offer you potentially huge savings from what you are paying now for insurance.
Whether your goal is to reduce employee absenteeism, increase productivity, or meet regulatory mandates such as those required by ERISA we can craft a program that addresses your needs. It's important to start learning good financial habits as early as possible to build a solid foundation to grow from.
Financial planning is the long-term method of carefully managing your finances so you can achieve your life's goals and dreams, while at the same time navigating the financial challenges that arise in every stage of life. In order to create an effective plan, your current financial health should be reviewed.
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