T. Mann Financial

T. Mann Financial T. Make a Financial Plan with the Mann!

Mann Financial offers financial planning as an independent fiduciary, fee-only and goal-oriented wealth management, and competitive insurance services to families and individuals as well as small businesses.

Please help us welcome Rebecca to T. Mann Financial! Rebecca joins us as our Financial Services Operations Coordinator, ...
02/11/2026

Please help us welcome Rebecca to T. Mann Financial!

Rebecca joins us as our Financial Services Operations Coordinator, bringing experience as an RIA, 7 years as a Branch Office Administrator, and over 13 years in corporate business. She’s passionate about keeping operations running smoothly so our team can stay focused on clients.
Welcome to the team, Rebecca—we’re glad you’re here!

07/22/2025

Looking for a smarter, more personalized way to invest? Custom Direct Indexing lets you:
✅ Align your portfolio with your values
✅ Manage taxes more effectively
✅ Avoid overconcentration in specific stocks
✅ Gain greater flexibility than traditional ETFs or mutual funds

At T. Mann Financial, we help you go beyond cookie-cutter investment strategies.

👉 Watch the video now and see how Custom Direct Indexing could benefit you!

Learn more here: https://www.tmannfinancial.com/wealthmanagement/customdirectindexing

Creating a diversified portfolio is a thoughtful strategy aimed at managing investment risk while pursuing long-term gro...
06/19/2025

Creating a diversified portfolio is a thoughtful strategy aimed at managing investment risk while pursuing long-term growth. While each investor’s needs and risk tolerance differ, we’ve gathered some general elements to consider when building a diversified portfolio. Swipe to learn more.

Diversification is not a guarantee against loss, but it remains a fundamental approach to striving for steady, risk-adjusted returns over time. Contact us to discuss the diversification of your portfolio or with any questions.

Todd Mann Financial Services Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Building generational wealth is about more than assets — it’s about creating a foundation of financial security and oppo...
06/05/2025

Building generational wealth is about more than assets — it’s about creating a foundation of financial security and opportunity for your family’s future. Swipe through to discover six steps to get started.

It’s never too early or too late to build a legacy. Contact our team today to create a personalized plan for your family’s financial future.

Todd Mann Financial Services Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

The U.S. and China recently announced a 90-day rollback on tariffs. With many of our imported goods coming from China, a...
05/15/2025

The U.S. and China recently announced a 90-day rollback on tariffs. With many of our imported goods coming from China, and given the often tense nature of the U.S.–China trade relations, we thought it was important to share a quick update and some perspective on what this might mean for your long-term investment strategy. Swipe to learn more.

If you have questions about these developments or other investing matters, please feel free to reach out. We’re here to help.

Todd Mann Financial Services Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Local businesses are like the heart of our communities! This National Small Business Month, let's show our support for t...
05/13/2025

Local businesses are like the heart of our communities! This National Small Business Month, let's show our support for the small businesses that keep our neighborhoods thriving. When you shop small, you're investing in jobs, innovation, and economic growth.

💙 Thank you to all the small businesses that make our community stronger. And as always, reach out with any questions. We’re here to support you — today and every day!

Todd Mann Financial Services Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

As an employer, understanding the classification of highly compensated employees (HCEs) is key to maintaining compliance...
05/05/2025

As an employer, understanding the classification of highly compensated employees (HCEs) is key to maintaining compliance and ensuring your retirement plans align with IRS nondiscrimination rules. Swipe through to learn more.

Have questions? Contact us today to ensure your plans are compliant and support your company’s goals.

Todd Mann Financial Services Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Many employees may not realize they have opportunities to enroll in a 401(k) plan outside of open enrollment. By highlig...
04/28/2025

Many employees may not realize they have opportunities to enroll in a 401(k) plan outside of open enrollment. By highlighting these options, you can help your team make informed decisions about their financial future.

✅ New hires - Many plans allow enrollment once eligibility requirements are met.
✅ Life changes - Events like marriage, divorce, or having a child may open a new enrollment window.
✅ Plan-specific windows - Some plans offer rolling or quarterly enrollment periods.
✅ Automatic enrollment - Employees may be enrolled automatically unless they opt out.
✅ Special promotions - Employers may offer additional opportunities to encourage participation.

Clear communication about these options can boost participation and help employees feel more confident in their retirement planning. Need assistance sharing this information or exploring your plan options? Our team is here to help! Reach out anytime.

Todd Mann Financial Services Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Spring is here, and it’s the perfect time to give your 401(k) plan a little spring cleaning! Swipe through to discover k...
04/24/2025

Spring is here, and it’s the perfect time to give your 401(k) plan a little spring cleaning! Swipe through to discover key areas to review and make sure your plan is performing its best for you and your employees.

Ready to get started? Reach out to our team today to schedule your 401(k) check-up!

Todd Mann Financial Services Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Selecting the best health insurance for your team is more than a compliance box to check — it's a way to invest in your ...
04/16/2025

Selecting the best health insurance for your team is more than a compliance box to check — it's a way to invest in your employees' well-being and satisfaction. Swipe through for key insights on how to make an informed choice.

Have questions or want to explore your options? Contact our team today. We are here to help!

Todd Mann Financial Services Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Life insurance isn't just a policy; it's a plan for protecting your loved ones and building a strong financial future. T...
04/08/2025

Life insurance isn't just a policy; it's a plan for protecting your loved ones and building a strong financial future. This Financial Literacy Month, we're highlighting some of the key benefits of life insurance. Swipe through to learn more.

Have questions about coverage or interested in exploring your options? Our team is here to help — reach out anytime.

Todd Mann Financial Services Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Address

1863 Pioneer Pkwy E. #652
Springfield, OR
97477

Opening Hours

Monday 8am - 8pm
Tuesday 8am - 8pm
Wednesday 8am - 8pm
Thursday 8am - 8pm
Friday 8am - 8pm
Saturday 8am - 8pm
Sunday 8am - 8pm

Telephone

+15415830093

Website

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