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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.

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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.

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For your financial plan to produce results, it must be diligently monitored and continuously reviewed.

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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.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Use this calculator to estimate your capital gains tax.

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Use this calculator to assess the potential benefits of a home mortgage deduction.

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Using smart management to get more of what you want and free up assets to invest.

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Here are five facts about Social Security that might surprise you.

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There are three things to consider before dipping into retirement savings to pay for college.

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It's easy to let investments accumulate like old receipts in a junk drawer.

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Learn how to harness the power of compound interest for your investments.

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$1 million in a diversified portfolio could help finance part of your retirement.

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For women, retirement strategy is a long race. It’s helpful to know the route.

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