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.

08/25/2026

Expanding our Nonprofit Partnership Program!

We're proud to continue our partnership with Springfield AYSO and welcome a new partner, the Opportunity Foundation of Central Oregon.

In this video, our marketing intern Teagan walks through what a nonprofit partnership with T. Mann Financial looks like, from sponsorships and board participation to endowment management, employee benefits, and charitable giving strategy.

Learn more at tmannfinancial.com/nonprofits or call 541-583-0093.

Please join us in welcoming Matt, an AI Implementation Track intern at T. Mann Financial for summer 2026!Matt is a third...
07/15/2026

Please join us in welcoming Matt, an AI Implementation Track intern at T. Mann Financial for summer 2026!

Matt is a third-year student at the University of Oregon studying Finance and Economics. Originally from Tucson, Arizona, he has a strong interest in financial and economic modeling, particularly in areas such as risk management, optimization, and statistical analysis.

During his internship, Matt will explore practical ways to implement artificial intelligence in financial projects, business processes, and decision-making. He is especially interested in learning how different AI tools and programming languages can be applied effectively in a rapidly changing professional environment.

We are excited to have Matt bring his analytical perspective and enthusiasm for finance and technology to the team.

Welcome to T. Mann Financial, Matt!

Please join us in welcoming Tyler, an AI Implementation Track intern at T. Mann Financial for summer 2026!Tyler is study...
07/15/2026

Please join us in welcoming Tyler, an AI Implementation Track intern at T. Mann Financial for summer 2026!

Tyler is studying Computer Science and Data Science at the University of Oregon. He is also a member of the Oregon Quant Group, where he continues developing his analytical, technical, and problem-solving skills.

During his internship, Tyler will explore practical ways to implement artificial intelligence to improve client service, business processes, and financial planning operations. We are excited to have him contribute his technical perspective while gaining hands-on experience with real-world projects.

Outside of academics, Tyler enjoys running, watching movies, and following sports.

Welcome to T. Mann Financial, Tyler!

Please join us in welcoming Shannon MacCallum, an AI Implementation Track intern at T. Mann Financial for summer 2026!Sh...
07/15/2026

Please join us in welcoming Shannon MacCallum, an AI Implementation Track intern at T. Mann Financial for summer 2026!

Shannon recently graduated from the University of Oregon with a B.S. in Data Science and minors in Computer Science and Mathematics. She will begin the University of Oregon’s Master of Finance program this summer.

During her internship, Shannon will explore practical ways to implement artificial intelligence to improve client service, business processes, and financial planning operations. We are excited to benefit from her strong analytical and technical background while supporting her continued professional development.

Outside of academics, Shannon enjoys hiking, skiing, running, and spending time outdoors with family and friends.

Welcome to T. Mann Financial, Shannon!

Please join us in welcoming Teagan Sloan, our 2026 summer intern at T. Mann Financial!Teagan is a Data Science major at ...
07/15/2026

Please join us in welcoming Teagan Sloan, our 2026 summer intern at T. Mann Financial!

Teagan is a Data Science major at the University of Oregon with a focus in Marketing and minors in Computer Science and Business Analytics. She brings experience in financial reporting, analytics, content creation, and student leadership.

During her internship, Teagan will help develop marketing systems, use data to support decision-making, and explore how technology and automation can contribute to business growth. We are excited to support her professional development and grateful to have her joining our team this summer.

Welcome to T. Mann Financial, Teagan!

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!

09/18/2025

Check out one of T. Mann Financial's Client Portal Options! This is a powerful tool to help our clients plan for their goals. Learn more at www.tmannfinancial.com/financialplanning/clientplanningportal.

T. Mann Financial is the registered dba of Todd Mann Financial Services Inc., a registered investment adviser. Registration does not imply any level of skill or training. Information presented is for educational purposes only and does not constitute an offer or solicitation to buy or sell any security, investment, or investment strategy. Investments involve risk and, unless otherwise stated, are not guaranteed. Consult a qualified financial adviser and/or tax professional before implementing any strategy discussed. Past performance is not indicative of future results.

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



T. Mann Financial is the registered dba of Todd Mann Financial Services Inc., a registered investment adviser. Registration does not imply any level of skill or training. Information presented is for educational purposes only and does not constitute an offer or solicitation to buy or sell any security, investment, or investment strategy. Investments involve risk and, unless otherwise stated, are not guaranteed. Consult a qualified financial adviser and/or tax professional before implementing any strategy discussed. Past performance is not indicative of future results.

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.

T. Mann Financial is the registered dba of Todd Mann Financial Services Inc., a registered investment adviser. Registration does not imply any level of skill or training. Information presented is for educational purposes only and does not constitute an offer or solicitation to buy or sell any security, investment, or investment strategy. Investments involve risk and, unless otherwise stated, are not guaranteed. Consult a qualified financial adviser and/or tax professional before implementing any strategy discussed. Past performance is not indicative of future results.

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.

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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