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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
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
There are things about Social Security that might surprise you.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
A quick look at how federal income taxes work.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your capital gains tax.
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.
When markets shift, experienced investors stick to their strategy.
Peer-to-peer payment apps are one of the newest ways to send money.
Around the country, attitudes about retirement are shifting.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Make your retirement as exciting as your next vacation.
Here are five facts about Social Security that might surprise you.