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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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Helpful Content

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Couples may be able to head off many of the problems in a marriage that money can cause.

Crowdfunding—Capital for the 21st Century

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Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

 

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Global vs. International: What’s The Difference?

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Gaining a better understanding of municipal bonds makes more sense than ever.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Saving for College

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

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Assess how many days you'll work to pay your federal tax liability.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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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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The Business Cycle

How will you weather the ups and downs of the business cycle?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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