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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
9 Facts About Social Security
There are things about Social Security that might surprise you.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Five creative (and inexpensive) ideas for motivating your employees.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Learn a little about worldwide currency in this fun infographic
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
If you died, what would happen to your email archives, social profiles and online accounts?
Smart investors take the time to separate emotion from fact.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.