Independent Advice from a Local Professional
Competitive Insurance (Life, Health, Disability)
We help grow and empower communities with financial literacy
We are active Springfield-Eugene community members on a mission to provide our clients with transparency, professionalism, and best in class service.
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
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
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.
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
To break the "cycle of struggle" for the people of Springfield, Eugene, and Lane County
See our community involvement here.
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.
Choosing a local financial service allows us to give back!
Todd Mann is currently volunteering as...
Springfield School Board (Director- Position 1)
Springfield Chamber of Commerce (Member)
Springfield City Club (Member)
AYSO (Kindergarten Soccer Assistant Coach)
Stand for Children SHS Parent Group (Member)
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
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.