Personal Financial Planning
Having a wide variety of quality investment options to choose from is vital in personalizing a financial plan to align with your goals and objectives. We offer investment products and services to meet your specific financial needs.
Corporate Financial Planning
As qualified, experienced, financial advisors, we are powerfully positioned to help your business develop and maintain a dynamic retirement plan for your employees, while prioritizing the best interests of the plan and its participants.
Unique Guidance for Unique Careers
The current financial environment is more complex than ever and surrounding yourself and your family with the right team is vital to reaching your goals and dreams. We pride ourselves in helping clients with unconventional careers, including professional athletes, entertainers, and influencers. We're committed to helping you understand the details of your unique financial situations so you can enjoy the life you imagined after your career.
Our Detailed, Client-Centered Approach
Every plan in life, whether it be financial, personal or professional, requires structure to be successful. As we work with you to build and implement a sound financial plan that supports your financial goals, we use our detailed, client-centered approach to help you get there. Whether you want to plan for retirement, generate more current income or create more engaged employees, we want to see you succeed on your journey, wherever you are headed.
Professionals at Your Service
At Freeman Heyne Toma Financial Advisors, we pride ourselves in not only being highly experienced, but also highly educated. Our team of professionals hold a variety of certifications and licenses, including CFP®, AIF®, CHFC, and CWS®, to name a few. We are committed to ongoing education as we continually strive to improve on the services and, ultimately, the results we can offer you as our client. Given the teamwork approach at FHT, you can expect to have all of this experience and specialized knowledge at your service.