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Individuals & Families

 

Independent advice from a local professional

 
 
Professional Woman's Portrait

3 Financial Planning Approaches

to Fit Individual & Family Needs

Todd Mann Financial Services offers financial education classes in which we provide the resource, training, and expertise to develop a critical life skill - financial literacy

We provide the resources, training, and expertise to develop a critical life skill - financial literacy.

Health Insurance, dental insurance, life insurance, disability insuranc, and long-term care insurace.
Insurance

 

 

 

Health Insurance

Dental Insurance

Life Insurance

Disability Insurance

Long-Term Care Insurance

low-cost investment approaches that save you money. Wealth managment, asset management

Leave investing to the Mann.

We have low-cost investment approaches that save you money

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

Jump-Start Plan

Jump-start plans are for independently-minded people who need help designing a path to achieve their goals.

2-Hour Session

Includes:

  • Financial Health Review

  • Goal Exploration

  • Action Plan

  • Support for Plan Implementation

Efficient
No Judgments
Just the tools you need

*All plans will be printed and provided to the client, at this point the client can choose when and where to implement them.

In-Depth Plan

For people with complex financial situations that require holistic solutions.

PERSONALIZED

May Include:

  • Financial Health Review

  • Goal Exploration

  • Action Plan

  • Support for Plan Implementation

  • Risk Tolerance Analysis

  • Insurance Review

  • Portfolio Review

  • Cash Flow Analysis

  • Retirement Planning

Comprehensive
Can include all aspects of your financial life.

*All plans will be printed and provided to the client, at this point the client can choose when and where to implement them.

Financial Training

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

Customizable

May Include:​

  • Financial Health Review

  • Goal Exploration

  • Action Plan

  • Support for Plan Implementation

  • Risk Tolerance Analysis

  • Insurance Review

  • Portfolio Review

  • Cash Flow Analysis

  • Retirement Planning

  • Regular Meetings

Flexible
In-person
Over the phone
Via Computer

*All plans will be printed and provided to the client, at this point the client can choose when and where to implement them.

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

 

Hover cursor over images to learn more

 

Getting Married

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Getting Married

 

Changing Jobs

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Changing Jobs

 

Pre-Retirement

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Pre-Retirement

 

Starting a Family

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Starting a Family

 

Going to College

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Going to College

 

Retirement

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Retirement

 

Buying a Home

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Buying a Home

 

Moving

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Moving

 

Estate Planning

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Estate Planning

Can you afford to live life without a financial plan?

Have Questions?

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

(O) 541-583-0093

Todd@ToddMannFinancialServices.com

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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 AssetManagement, LLC are not affiliated entities.

Todd Mann is currently insurance licensed in the states of Oregon, New Jersey, and Wisconsin.

 

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.