No one should go through life without a plan

Make a Financial Plan with the Mann

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Our Services

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Independent Advice from a Local Professional

Goal-Oriented Investing

Competitive Insurance (Life, Health, Disability)

We help grow and empower communities with financial literacy

Todd Mann Financial Services provides independent advice from a local professional. Located in Springfield, OR, and servicing clients in Lane County, Springfield, Eugene, and nationwide. Financial planning, wealth management, health insurance, life insurance, disability income insurance.
Todd Mann Financial Services, located in Springfield, OR, offers wealth management services, financial advice, and financial planning.
Todd Mann Financial Services, located in Springfield, OR, offers competitive insurance services in the areas of health insurance, life insurance, long-term care insurance and disability income insurance. Currently servicing clients nationwide through virtual consultations as well within the Springfield, Eugene, and Lane County area.
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Our Clients

Jump-start Plan: For independently-minded people who need help designing a path to achieve their goals. 			§ In-depth Financial Plan: For people with complex financial situations that require holistic solutions. 			§ Financial Training: For people who want more frequent direction and guidance, like a personal trainer. Todd Mann Financial Services offers Wealth Management, Insurance, and Financial Planning Services.

Individuals & Families

 

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

For businesses and non-profits wanting to raise capital and or improve profitability. Includes benchmarking, forecasting, cashflow tracking, and more. 			§ Benefit Packages: For businesses and non-profits wanting to l keep their employees happy and themselves profitable. 			§ Business Transition Plan: For businesses in transition, from expansion to succession planning. Business Valuations.

Small Businesses

 

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

 
 
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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

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, Financial Advisor
Certified-Financial-Education-Instructor

Todd Mann, CFEI

Financial Planner

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 Callison

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.

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.

Our mission at Todd Mann Financial Services is to break the "cycle of struggle" for Springfield, Eugene, and Lane County. Empower - we don't just teach people how to be financially stable, we help them become resilient and unshakable. Financial advisor, financial planner, wealth management, insurance.
Our mission at Todd Mann Financial Services is to break the "cycle of struggle" for Springfield, Eugene, and Lane County. Mentor - we mentor community youth, we off internship opportunities to keep talented people in our community. Financial advisor, financial planner, wealth management, insurance.
Our mission at Todd Mann Financial Services is to break the "cycle of struggle" for Springfield, Eugene, and Lane County. Include - we give access to underserved community members by providing no cost advice from the position of a fiduciary. Financial advisor, financial planner, wealth management, insurance.
Our mission at Todd Mann Financial Services is to break the "cycle of struggle" for Springfield, Eugene, and Lane County. Lead - we serve on multiple Springfield and Lane County boards and committees where we champion financial literacy education. Financial advisor, financial planner, wealth management, insurance.

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: 

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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?

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

(O) 541-583-0093

Todd@ToddMannFinancialServices.com

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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.

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