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TODD MANN FINANCIAL SERVICES INC. 
1840 5th St. Springfield, OR 97477  |  (O) 541-747-0502  |  tmann@bbgrahamco.com

Securities and Investment Advisory Services offered through B. B. Graham & Co. Member FINRA/SIPC

Todd Mann Financial Services Inc. and B. B. Graham & Co. are separate and otherwise unrelated companies. 

 

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.

Wealth Management

 

Independent Advice from a Local (Springfield) Fiduciary

 
1. Start with a Goal-Centered Plan
2. Minimize Fees, Taxes, & Conflicts of Interest
3. Diversify Away Risk While Seeking
Maximum Results

Our priority is getting you to your goals, not chasing unrealistic returns.

This means we don't put our clients' assets in unnecessary risks.

We take the time to do our due diligence on the investments we make.

We try to avoid market bubbles and view market corrections as opportunity.

 
Traditional Investment Service

We broker and manage

ETFs

Bonds

Stocks

Annuities

Life Insurance

Retirement Accounts

Educational Savings Accounts

What sets us apart
  • The independence to offer a full range of investment options.

  • Transparency, no hidden fees

  • Competitive low-cost options

Local Service
No 1-800 numbers
Just real people
and real results!
TM Wealth Management

An integrated, customized  solution that goes beyond simple asset allocation.

Our Service Fee

Includes:

  • Diverse Asset Allocation

  • Tax Optimization

  • Financial Planning Tools

  • Online Account Portal

  • Socially Responsible Options

  • Dedicated Advice and Support

  • Automatic rebalancing

  • Regular portfolio reviews

  • Customized portfolio with regular reviews

  • A single, all-inclusive, asset-based fee at a fraction of the cost of traditional investment firms.

  • There are no hidden fees, no trailing fees and no trade commissions.

TM Wealth Management Plus

For accredited investors with

$1 million +

of Investment Assets

We have the independence

to offer Alternative Investments

to qualified clients.

From hotel chains to block chain we give our clients the tools they need to protect their assets in an uncertain future. 

Advanced Strategies
Counter-cyclical Investing
Derivatives (Options)
Private Equity

The result is a portfolio equipped for the modern age, enhanced by the value of a personal advisor relationship, providing stability in adverse public market volatility.

How are you prepared for a market downturn?

Click here to get a free Portfolio Analysis

Todd Mann Financial Services Springfield, Eugene, and Lane County free portfolio analysis

Our Investment Methodology:

  1. Start with the client's goal-oriented asset allocation

  2. Filter out expensive mutual funds (see why below)

  3. Filter out funds with low volumes (this improves liquidity)

  4. Filter out funds with high expense ratios (lowers the cost of ownership)

  5. Select the top 3-5 funds in each asset class

  6. Compare the performance, yields, holdings, etc. of the funds

  7. Select only the funds that rise to the top of this comparison.

  8. Review to make sure no over-weighting took place.

 

Why we prefer ETFs to Mutual Funds

  1. ETFs typically have much lower expense ratios (ongoing expenses). 

  2. ETFs have no up-front or deferred sales charges (up to 8.5%).

  3. ETFs have no ongoing 12B-1 fees weighing down on returns.

  4. ETFs are more liquid because the are traded on the market and don't have surrender charges.

  5. ETFs are more tax efficient because less trading is done inside the accounts.

  6. ETFs have no minimum initial investment requirements beyond the value of a single share.

  7. ETFs tend to have higher returns than their mutual fund equivalents because of their fees. 

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