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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
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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
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Tips to avoid checking in luggage on your next vacation.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to better see the potential impact of compound interest on an asset.
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.
Here are five facts about Social Security that might surprise you.
There are three things to consider before dipping into retirement savings to pay for college.
It's easy to let investments accumulate like old receipts in a junk drawer.
Learn how to harness the power of compound interest for your investments.
$1 million in a diversified portfolio could help finance part of your retirement.
For women, retirement strategy is a long race. It’s helpful to know the route.