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Your Goals. Your Challenges. Your Plan.

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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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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.

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Get Results

 

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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Am I OK?

Am I OK?

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 understand your financial situation so that after your career you can enjoy the life you imagined. 

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<span>How Do You Feel About Money?</span>

How Do You Feel About Money?

Decipher helps uncover your subconscious reactions and feelings about money. Simply answer a few questions, and watch a short video. 

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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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This calculator can help you estimate how much you should be saving for college.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

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

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Have you found yourself suddenly single? Here are 3 steps to take right now.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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