No one should go through life without a plan

Make a Financial Plan with the Mann

 
 

How are you prepared for a market downturn?

Click here to get a complimentary Portfolio Analysis

Our Clients

Individuals & Families

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

Small Businesses

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

 
 

Our Style

About Us

 

We are active Springfield-Eugene community members on a mission to provide our clients with transparency, professionalism, and best in class service.  

 

Our Team

Kai Park

Marketing Director

Kai was born in a small town in South Korea and now calls Springfield home. She has degrees in graphic design and English, and over a decade of teaching experience at the elementary level.

 

*Unlicensed support position.

Todd Mann, CFEI

Financial Planner

Kyle Callison

Operations Assistant

Kyle is a recent graduate from the University of Oregon where he studied finance and economics. His skillset and work ethic are a great combination to the team. 

 

*Unlicensed support position.

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. 

*Securities Registered, Investment Advisor Representative, Insurance Licensed

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, Eugene, and Lane County

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 as...

 
 

Current Service Area

While our office is located in Springfield, Oregon, we have clients: 

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

 

Have Questions?

TODD MANN FINANCIAL SERVICES INC. 
1840 5th St. Springfield, OR 97477.  

(O) 541-583-0093

Todd@ToddMannFinancialServices.com

 

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.

HOME

ABOUT US

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TODD MANN FINANCIAL SERVICES INC. 
1840 5th St. Springfield, OR 97477  |  (O) 541-583-0093  |  Todd@ToddMannFinancialServices.com

Investment advice is offered through Belpointe Asset Management, LLC. Insurance and annuity products may be offered through D.H. Hill Securities, LLLP. Securities are offered through D.H. Hill Securities, LLLP, Member FINRA/SIPC. D.H. Hill Securities, LLLP, Todd Mann Financial Services Inc., and Belpointe Asset Management, LLC are not affiliated entities. Todd Mann Financial Services Inc. is currently insurance licensed in the states of Oregon, New Jersey, and Wisconsin.

Insurance and annuity products may be offered through D.H. Hill Securities, LLLP. 

 

Check the background of this financial professional on FINRA's BrokerCheck

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