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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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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.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Don't let procrastination keep you from pursuing your financial dreams and goals.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Knowing your tax bracket can make a large difference in your tax preparations. Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you should be saving for college.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
What if instead of buying that vacation home, you invested the money?
The market is as unpredictable as the weather. We’d love to help you prepare.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Agent Jane Bond is on the case, cracking the code on bonds.