Happy Family at Home

Individuals & Families

 

Independent advice from a local professional

 

Do you know how much you are paying in fees?

Our clients do.

Ask us about transparent Wealth Management

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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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

 

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

 

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

 

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. 

Starting a Family

 

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.

Going to College

 

Retirement

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Now that you are retired it's time to insure that your money is working for you, so that you don't have to. Having a financial plan is the first step in avoiding lack of funds. 

Retirement

 

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

 

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

 

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 

important?

Can you afford to live life without a financial plan?

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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