Disclosure

Terms of Use


Please read these terms and conditions of use (“Terms”) carefully before using the website or any of the information or services provided by Todd Mann Financial Services and Todd Mann (collectively “we'', ''our” or ''us”) in connection with the Website.


By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by Todd Mann Financial Services and Todd Mann in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website.

 

You may use your browser to download or print a copy of these Terms for your records. Todd Mann Financial Services and Todd Mann reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.


The Disclosures and Terms of Use associated with this website were last updated on March 19, 2020.


We appreciate you taking the time to connect with us online, and we look forward to providing you with interesting content.

Views and Opinions Expressed

The views, opinions, and analysis expressed here are Todd Mann Financial Services and Todd Mann alones; are subject to change at any time; and are not intended to be a guarantee of future events.

Investment Advice is Offered through

Todd Mann Financial Services and Todd Mann offer Investment advice through Belpointe
Asset Management, LLC, 125 Greenwich Avenue, Greenwich, CT 06830 (“Belpointe”).
Belpointe is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Belpointe offers, or that or its personnel possess a particular level of skill, expertise or training. Insurance products are offered through Belpointe Insurance, LLC or Belpointe Specialty Insurance, LLC. Important information and disclosures related to Belpointe are available at http://www.belpointe.com. Additional information pertaining to Todd Mann and/or Belpointe’s registration status, its business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/.


You must be aware that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or
investment strategy including those undertaken by us will be profitable or equal any historical performance level(s).


The views and opinions expressed here are Todd Mann Financial Services and Todd Mann alone and do not represent the official views of Belpointe Asset Management, LLC or any of their affiliates. Nothing available on this Website constitutes investment advice, tax or accounting advice, legal or regulatory advice or an offer to sell or a solicitation of an offer to buy any security. This website is limited to the dissemination of general information pertaining to advisory services and may contain additional investment related information, publications, and links. The website may contain links to articles or other information that are contained on a third party website. Todd Mann Financial Services does not endorse or accept responsibility for the content, or the use, of the website. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Todd Mann Financial Services assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages. Accordingly, the publication of this website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Todd Mann Financial Services and Todd Mann is not an attorney or a tax professional and nothing on this website should be considered tax or accounting advice, legal or regulatory advice.


Websites such as this are not impartial and are provided in connection with advertising and marketing of Todd Mann Financial Services and Todd Mann’s services. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor’s own situation.


Todd Mann Financial Services and Todd Mann are affiliated with Belpointe Insurance, LLC, a licensed insurance agency. As a licensed insurance agent, Todd Mann will earn commission-based compensation for selling insurance products, including insurance products they may offer to clients of Todd Mann Financial Services. Belpointe Insurance will also receive a portion of the commission-based compensation. Insurance commissions earned are separate from advisory fees. The recommendation by Todd Mann that a client purchase an insurance commission product presents a conflict of interest, as the receipt of commissions may provide an incentive to recommend insurance products based on commissions to be received, rather than on a particular client’s need. No client or prospective client is under any obligation to purchase any insurance commission products through Tood Mann or Belpointe
Insurance. Clients and prospective clients are reminded that they may purchase insurance products recommended by Todd Mann Financial Services and Todd Mann through other, non-affiliated insurance agencies.


We appreciate the time you took to learn how to connect with us online, and we look forward to providing you with interesting industry content.

Social Media Presence

Links to Todd Mann Financial Services and Todd Mann social media presence on Facebook and LinkedIn are provided for marketing purposes. It is important to be aware that Belpointe is not affiliated with any social media site. It is up to you to read and understand the privacy policies and terms of service for each social media site you participate in. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by any third parties on social media sites. We have no control over how the social media sites or other third parties will use the information visitors share. We do not control, serve, adopt or endorse any content that may be published on any social media site. No part of any social media site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment or insurance advice.

 

No client was compensated to follow us on any social media page or connect with us on social media. Clicking the “Like” button does not constitute a testimonial for or endorsement of our firm, any associated person, or our services. Clicking the “Like” button is merely a mechanism to circulate our Social Media page. The appearance of people that have chosen to follow or “like” our social media or connect with Belpointe , its investment advisor representatives on social media does not constitute a testimonial for endorsement of Belpointe or its investment advisor representatives, or any services Belpointe or its investment advisor representatives provide. It is not known whether such individuals approve or disapprove of our services. Visitors must avoid posting positive reviews of their experiences with Belpointe , services on social media sites , as such reviews are deemed testimonials and prohibited under state and federal securities laws and may not reflect the experiences of all clients of Belpointe , Because federal and state securities laws prohibit testimonials, any such postings are subject to swift
removal.


The entire content of social media sites that we participate in, including third party posts, is archived by Belpointe, to comply with securities regulations. We do not provide investment advisory services or permit financial transactions be conducted through any social media site. Specific financial questions on account information can’t be posted by a client or an advisor and any such postings are subject to swift removal. Should any client of Todd Mann Financial Services and Todd Mann, have specific questions or concerns relating to your account(s), please contact our office directly. You should not communicate or private message Todd Mann Financial Services and Todd Mann, or your investment advisor representative through social media. As convenient as it is to message people within social media sites, Belpointe, or its investment advisor representatives are not permitted to return messages within social media channels and cannot protect your privacy when you use social media sites. We will respond, but will do so from our monitored business email account.

Third Party Links

This website may contain links to articles or other information contained on a third party
website. Todd Mann Financial Services, Todd Mann and/or Belpointe do not endorse or accept responsibility for the content, or the use of the third party website. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Todd Mann Financial Services, Todd Mann and/or Belpointe assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the third party website and inclusion or reference by Todd Mann Financial Services, Todd Mann and/or Belpointe to any third party site should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Current Clients

If you are a current Client it is important to remember that it is your responsibility to notify us, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or modify any reasonable restrictions to our investment advisory services.


An investment advisory relationship can only be established and investment advice can only be provided after the execution of a written advisory agreement; and the delivery of
Belpointe’s Form ADV Brochure (and the Brochure Supplement for each investment advisor representative supporting a particular client).


Clients who engage Todd Mann Financial Services and Todd Mann should be aware that
different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy including those undertaken by us after engaging our services will be profitable or equal any historical performance level(s).

HOME

ABOUT US

SERVICES

TODD MANN FINANCIAL SERVICES INC. 
1840 5th St. Springfield, OR 97477  |  (O) 541-747-0502  |  Todd@ToddMannFinancialServices.com


Securities offered through D.H. Hill Securities, LLLP, Member FINRA/SIPC.  D.H. Hill Securities, LLLP, Todd Mann Financial Services, and Belpointe Asset Management, LLC are not affiliated entities.

 

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

Todd Mann Financial Services has implemented security measures designed to protect the personal information you share with us, including physical, electronic and procedural measures.