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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.Learn More
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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.Learn More
For your financial plan to produce results, it must be diligently monitored and continuously reviewed.Learn More
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
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Tax preparation may be the perfect time to give the household budget a check-up.
A look at how variable rates of return impact investors over time.
When to start? Should I continue to work? How can I maximize my benefit?
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
The true cost of raising a child may be far more than you expect.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
When you retire, how will you treat your next chapter?
Taking your Social Security benefits at the right time may help maximize your benefit.
An amusing and whimsical look at behavioral finance best practices for investors.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Have you explored all your options when it comes to managing your taxable income?
The market is as unpredictable as the weather. We’d love to help you prepare.