Family at a Beach

Financial Planning

 

Independent Advice from a Local Fiduciary

Which plan is right for you?

What's Included

Goal Exploration

Financial Wellness Check

Risk Analysis

Investment Profile

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

Insurance Profile

Credit Plan

Debt Plan

Monthly Check-in Meetings

Personalized Financial Education Course with Online Access

Business Transition Plan Guidance

Jump-Start

Plan

Jump-Start

Plan

$300

For independently-minded people who need help designing a path to achieve their goals.

In-Depth

Plan

In-Depth

Plan

$600

For people with complex financial situations that require holistic solutions.

Financial

Training

Financial

Training

$50/month*

For people who want more frequent direction, like a personal trainer.

Small Business Package

Small Business Package

$600

For small business owners who are ready to streamline their finances at home and at work.

*Financial Training: $50 per month for 1-year Financial Training Package

A Flexible Planning Approach

Plan Packages

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:

Educators

Healthcare Workers

Springfield Residents

Ask us if you qualify for a discount!

Have Questions?

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

(O) 541-583-0093

Todd@ToddMannFinancialServices.com

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ABOUT US

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TODD MANN FINANCIAL SERVICES INC. 
1840 5th St. Springfield, OR 97477  |  (O) 541-583-0093  |  Todd@ToddMannFinancialServices.com

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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