Client Tools

Todd Mann Financial Services provides financial tips in partnership with KMTR 16, Money Cents
Portfolio Analysis
business valuation

Financial tips brought to you in partnership with KMTR 16.

How are you prepared for a market downturn?

Click here for a complimentary portfolio analysis.

How much is your business worth?

Get a data-derived valuation by answering just a few easy questions. 

New Client Quick Application

Get started here by filling out our new streamlined application.

Insurance Review

We have the independence to offer you potentially huge savings from what you are paying now for insurance.

Do you know someone who would benefit from our services? Let us know!

Improve your energy efficiency and you could be eligible for rebates, 0% APR loans, grants or tax credits.

We all know college expenses are out of control, but we don't all have a plan for how to address the costs.

Do you want to help someone in Oregon who has a qualified disability, but don't want to impact their means-tested benefits? 

Investment Platform Partner Links

Our website may contain links to other sites owned and operated by third parties. If you use these links, you leave our website. The operators of these sites may collect information from you which will be used by them in accordance with their privacy statement, which may differ from ours. We encourage you to read the privacy statements on the other websites you visit. These links are provided for your information and convenience only and are not an endorsement by Todd Mann Financial Services ("TMFS") of the content of such linked websites or third parties. TMFS has no control over the contents of any linked website and is not responsible for these websites or their content or availability.

New Client Forms and Worksheets

On this page you will find a wide variety of online forms/worksheets that may be filled out before your visit to the office. These forms, when filled out as accurately and truthfully as possible, allow us to better understand your current financial situation and more effectively help YOU!

New Client Application Form

Expense Worksheet

Life & Financial Goals Worksheet

Assets/Debts Worksheet

Income Worksheet

Insurance Worksheet

Retirement Worksheet

Risk Tolerance Worksheet

Business Worksheet

Financial Concerns Worksheet




1840 5th St. Springfield, OR 97477  |  (O) 541-583-0093  |

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. 


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