Business Details
8 Years
experience
Your Trusted Financial Adviser in Springfield, OR
T. Mann Financial was founded in 2018 by Todd Mann, a Certified Financial Education Instructor, with a mission to empower individuals and communities to break cycles of financial struggle. As an independent fiduciary, we prioritize clients' best interests through transparent, fee-only financial planning, wealth management, and insurance services tailored to diverse needs. Our approach combines advanced technology with personalized guidance, serving clients nationwide while maintaining deep roots in Springfield and Eugene, Oregon. We specialize in goal-oriented investing, risk management, and financial literacy education, supporting clients from initial consultations to long-term portfolio management.Our commitment to community is reflected in Todd Mann's leadership roles on local school boards, education foundations, and volunteer organizations. By eliminating conflicts of interest and maintaining 100% fee transparency, we build trust through actionable plans that address financial stability, retirement strategies, and legacy protection. Our expertise extends to navigating complex financial landscapes including tax optimization, estate planning, and investment diversification across traditional and alternative assets.
Services
Financial Planning
Wealth Management
Insurance Services
Financial Education Classes
Community Involvement
Details
- Year established: 2018
Highlights and features
- We operate as independent fiduciaries with no hidden fees or commissions
- Our fee-only structure ensures complete transparency in financial planning
- Local expertise serving Springfield and Eugene communities since 2018
- Advanced technology integration for portfolio management and risk analysis
- Community leadership through financial literacy education programs
Associations and certifications
- Certified Financial Education Instructor (CFEI)
Services
Financial Planning
Comprehensive financial planning services that create personalized roadmaps for achieving life goals through strategic asset allocation and risk management. Our process begins with understanding individual financial situations, establishing clear objectives, and developing actionable plans that address retirement, education funding, and legacy planning. By maintaining fiduciary standards and utilizing advanced planning tools, we ensure clients receive objective advice aligned with their unique circumstances and long-term aspirations.
Wealth Management
Goal-oriented wealth management solutions that combine portfolio customization with ongoing performance monitoring. Our approach emphasizes minimizing fees while optimizing risk-adjusted returns through diversified investments in stocks, bonds, ETFs, and alternative assets. We implement transparent pricing structures with no hidden commissions, focusing on long-term capital preservation and growth tailored to each client's risk tolerance and financial objectives while maintaining strict adherence to fiduciary responsibilities.
Insurance Services
Customized insurance solutions that protect against financial risks through comprehensive coverage analysis and policy selection. We evaluate individual and business needs across health, life, disability, and long-term care insurance, ensuring appropriate protection levels while maintaining cost-effectiveness. Our independent agency status allows unbiased recommendations from multiple providers, focusing on creating balanced risk management strategies that complement overall financial plans.
Financial Education Classes
Community-focused financial literacy programs that teach practical money management skills through structured curricula for all age groups. Our certified instructors deliver workshops covering budgeting, debt management, investment basics, and retirement planning, emphasizing real-world applications that promote financial independence. These educational initiatives support our mission to break cycles of financial struggle through knowledge empowerment in schools, businesses, and community organizations.
Community Involvement
Active community participation through financial education initiatives and local leadership roles that strengthen regional economic resilience. Our founder's service on school boards, education foundations, and volunteer organizations demonstrates commitment to creating lasting community impact. We develop customized financial literacy programs for businesses and organizations while maintaining active involvement in Springfield's civic and educational institutions to promote financial wellness at the community level.
People
Todd Mann
Founder & Financial Planner
Certified Financial Education Instructor with 10 years of education experience, including university professorship. Established T. Mann Financial in 2018 after serving on Springfield school boards and community organizations. Specializes in fiduciary financial planning and community financial literacy programs.
Questions
When can I schedule my first consultation?
Appointments available daily 8am-8pm. Schedule online or call 541-583-0093.
What happens during the initial consultation?
30-minute session discussing financial goals, current situation, and planning philosophy with no obligation.
Are your financial planning services free?
Initial consultations are complimentary. Service fees vary based on selected planning packages.
Do you serve clients outside Oregon?
We provide virtual services nationwide while maintaining local expertise in Oregon's financial landscape.
What insurance products do you offer?
Health, life, disability, long-term care, and business insurance solutions from multiple providers.
How do you differ from other financial advisors?
As independent fiduciaries, we prioritize client interests through transparent fee-only structures and comprehensive financial education.
