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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.Contact Us
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator demonstrates the power of compound interest.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Bucket lists don’t have to be for tomorrow.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
When do you need a will? The answer is easy: Right Now.
The market is as unpredictable as the weather. We’d love to help you prepare.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
A bucket plan can help you be better prepared for a comfortable retirement.