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Whether you are just starting out on your financial journey, or you're an experienced investor, our team can help you.

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Having a customized plan for your financial goals is crucial to your success. We have the experience and tools necessary to create that plan for you.

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For your financial plan to produce results, it must be diligently monitored and continuously reviewed.

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Welcome to Freeman Heyne Toma

 

We are delighted you have chosen to visit and explore one of the Midwest's premier financial services organizations. With office locations in Blue Ash, Ohio and Strongsville, Ohio and servicing clients in over 20 states, we are built to handle all of your financial planning needs. At Freeman Heyne Toma, we take great pride in building client relationships that extend well beyond the financial side of our work, all while helping our clients achieve their financial goals.

Our team of Financial Advisors have years of experience in financial services and can help you address your needs of today and for many years to come. We look forward to helping you design a financial plan that fits you now and is flexible as your situation changes over time.

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Helpful Content

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The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

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A Bucket Plan to Go with Your Bucket List

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The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Alternative Investments - Going Mainstream

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Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

The Economic Journey of Your Morning Coffee

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Four Steps to Valuing an Estate

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Money Draining Food Myths

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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