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Happy Family at Home

Individuals & Families

Independent advice from a local professional

Financial Planning

 

 

Financial Education

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

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Insurance

 

 

Health Insurance

Dental Insurance

Life Insurance

Disability Insurance

Long-Term Care Insurance

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Wealth Management

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Leave investing to the Mann.

We have low-cost investment approaches that save you money

Jump-Start Plan

Great for people with straightforward financials who are looking to accelerate their path towards their goals.

Broad Plan

Great for people going through a life transition who are ready to start prioritizing their future.

Comprehensive Plan

Great for people with complex financial situations that require

holistic solutions.

Do you know how much you are paying in fees?

Transparency
Our clients do.

Ask us about transparent Wealth Management

We help you plan for life transitions,
so you can focus on what matters most.

 

Hover cursor over images to learn more

Getting Married

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We all want a diamond ring, a fancy dress and an exotic honeymoon, but odds are, that without a plan most of these end up being payed for with credit. Is this how you want to begin your new life together?

Getting Married

Starting a Family

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Bringing a new child into the world has a dramatic impact on couples' expenses. A plan can help insure that you don't find yourself coming up short at the end of the month. 

Buying a Home

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Whether you are saving for a down-payment or ready to sign on the bottom line, our financial advice lets you rest easy knowing that you are taking the right steps and making the right decisions for you

Buying a Home

Changing Jobs

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Have you just been offered your dream job and need some help interpreting the benefits package? Or have you been considering a career shift and want to see how this will impact your standard of living? If so, we are here to help.

Changing Jobs

Going to College

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Everyone deserves the opportunity to go to college. Unfortunately, tuition and other expenses continue to outpace income growth for most Americans. Our plans will help you save now, so that you can avoid mountains of student loan debt.

Moving

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Should you rent or buy?
Choose a brand new home in North Eugene or an older one near Sheldon High School?
We'll help you examine the numbers, so that you can make an informed decision.

Moving

Pre-Retirement

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Wherever you are on the path to retirement we will not only help you get there, our plans will ensure that you will control the type of retirement you will enjoy.

Pre-Retirement

Retirement

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Now that you are retired it's time to make sure that your money is working for you, so that you don't have to. Having a financial plan is the first step.

Retirement

Estate Planning

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Leave a lasting legacy by making a plan today. Your loved ones will thank you, and you can rest easy knowing everything is taken care of.

Estate Planning

What is more important?
Start Investing Now

Can you afford to live life without a financial plan?

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