Which plan is right for you?
Financial Wellness Check
Basic Portfolio Review
Basic Retirement Plan
Goal-Oriented Action Plan
Basic Support for Plan Implementation
Spending & Habit Analysis
Life Event Budgeting
Detailed Investment Guidance
Advanced Retirement Plan
Benefit Package Review
Basic Estate Planning
Monthly Check-in Meetings
Personalized Financial Education Course with Online Access
Business Transition Plan Guidance
*Financial Training: $50 per month for 1-year Financial Training Package
A Flexible Planning Approach
A flat fee for one of our 4 packages.
By The Hour
$150/hr. Pay as you go for dedicated financial advice
By the Service
$100 per service
We have biases... we offer special discounts to:
Ask us if you qualify for a discount!
TODD MANN FINANCIAL SERVICES INC.
1840 5th St. Springfield, OR 97477.