Get In Touch
Whether you are just starting out on your financial journey, or you're an experienced investor, our team can help you.Learn More
Get A Plan
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
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
These food myths will really put a drain on your wallet.
Gaining a better understanding of municipal bonds makes more sense than ever.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
It's important to understand the pros and cons when considering a prepaid debit card.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to compare the future value of investments with different tax consequences.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
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.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
You’ve made investments your whole life. Work with us to help make the most of them.
Around the country, attitudes about retirement are shifting.
The decision whether to buy or rent a home may have long-term implications.
What if instead of buying that vacation home, you invested the money?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There are three things to consider before dipping into retirement savings to pay for college.