Check the background of this financial professional on FINRA's BrokerCheck. CRS Form (Client Relationship Summary)
Independent Fiduciary
Fee-Only
Local & Transparent
Professionals
Business Owners
Immigrants
To Empower
To Lead
To Stay Cutting-edge
Nationwide Financial Planning & Wealth Management
T. Mann Financial's Services
100% Springfield Oregon based service. By appointment 8am-8pm 7 days a week.
Independent Fiduciary Advice
Fee-Only, Goal-Oriented Investing
Competitive Health, Life, LTC, Disability
We empower communities with financial literacy
T. Mann Financial's Style
We have been intentional about how we serve our clients since day one.
An Independent Fiduciary
Doing what is in our client's best interest is the foundation of our fiduciary financial advice.
Our Fee-Only Approach
We set clear expectations by making our prices transparent, affordable, and consistent.
Local & Transparent
We treat you like a neighbor, that means we answer the phone, no 1-800 numbers.
Our Founder
Todd Mann, CFEI®
Fee-only Financial Planner
Todd is the Mann with a Plan!
While growing up in Springfield, Oregon Todd's family like many others was stuck in a cycle of financial struggles that only got worse as he entered high school. Unfortunately, at the time financial literacy education was not available in his school or at home and so Todd took it upon himself to seek out financial education wherever possible.
While working on a PhD. in Korea and teaching at a university there Todd and his wife made the decision to return to Springfield to raise their children.
So Todd went to work in 2018 to establish a company that would empower people to break that cycle of struggle. His intentionality is evident when he chose the hard road and started independent from day one, which is rare in financial services. This independence has allowed him to serve his clients how he would want to be treated.
The Fiduciary Standard
A fiduciary is ethically and legally obligated to do what is in the best interest of their clients.
Not all financial advisors are fiduciaries.
According to the SEC the fiduciary duty also entails:
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Acting with undivided loyalty and utmost good faith
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Providing full and fair disclosure of all material facts
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Avoiding conflicts of interest
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Not using a client's assets for the advisor's or other client's benefit
T. Mann Financial's Clients
Like our investments options, our clients are about as diverse as it gets
Who our our clients?
Our clients work in a wide range of professions, including:
Education: Teachers, Professors, & Administrators
Healthcare: Doctors, Nurses, & Counselors
Trades: Plumbers, Construction Workers, Tile Workers
Tech: Programmers, Engineers, Tech Support
Food Services: Restaurant Owners, Cooks, Sushi Chefs
Public Service: Police Officers, Postal Workers, US Servicemen
Others: Stay-at-home Moms, Retirees, Students
Our clients own a variety of businesses, including:
Construction Firms
Pizzerias
Tech Companies
Property Management
Firms
Auto Parts Dealers
Cleaning Services
Counseling Services
Restaurants
Some of our clients have immigrated from around the world including:
Korea
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Netherlands
Peru
Mexico
Japan
France
United Kingdom
T. Mann Financial's Mission
It is our mission to empower, to lead, and to stay cutting-edge.
Empowering our clients and the Community
Join us in breaking the "cycle of struggle" for the people of Springfield, Eugene, and around the nation.
See our community involvement here.
Leading in Springfield & Eugene
Choosing a local financial planning service allows us to give back!
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Todd has a passion for financial literacy education which has led him to serve his community in various roles over the years including as:
Vice-Chair of the Springfield School Board of Directors (2019-2023)
Member of the Springfield Education Foundation Board (2021-2023)
Member of the Springfield Public Library Foundation Board (2020-2023)
Member of the Lane Council of Governments Board (2019-2021)
Leadership Eugene-Springfield Steering Committee Member (2022)
Todd is an active member of various Springfield and Eugene organizations including:
Todd is Currently the Springfield AYSO Regional Commissioner
He is also a soccer coach and referee.
How we Stay Cutting Edge
We strive to use the best financial tools available, to stay on top of important legal and industry changes.
We Utilize Advanced Technology
Cyber Security
AI Tools
Orion Planning
Schwab's Trading Platform
We Keep Up-to-date on Legislation
Oregon Legislation
Financial Regulation
Insurance Regulation
Tax Code
We Stay Current with the Industry
Investment Strategies
Financial Literacy Ed.
Health Insurance Landscape
T. Mann Financial's Service Area
While our financial planning advisers are based in Springfield & Eugene Oregon,
we have clients from Coast to Coast.
Lane County zip codes we service:
97324, 97390, 97401, 97402, 97403, 97404, 97405, 97408, 97412, 97413, 97419, 97424, 97426, 97430, 97431, 97434, 97437, 97438, 97439, 97446, 97448, 97451, 97452, 97453, 97454, 97455, 97456, 97461, 97463, 97477, 97478, 97480, 97487, 97488, 97489, 97490, 97492, 97493, 97498
