What Matters to You, Matters to Us
At Freeman Heyne Toma Financial Advisors, we understand that your personal values and your specific circumstances are unique to you. That’s why the very first step in our process is arguably the most critical element of what we do. During our initial meeting we take the time to get to know you, gather pertinent information and work to develop a deep understanding of your personal values because what matters to you, matters to us. This understanding serves as a foundation for your personalized financial plan and a compass for our recommendations.
Your Goals Are Our Focus
Many investors become frustrated in their efforts because they tend to place their focus on the market. Instead of trying to beat the market, however, at Freeman Heyne Toma Financial Advisors, we work closely with you to help you identify and clearly define your specific goals and objectives. The pursuit of these goals and objectives then becomes our measure for success, not the market index. Other financial professionals might tell you to stay focused on your goals, but at FHT, we’ll do that for you, so you can focus on living your ideal life instead.
From Your Current Milestone, to Your Destination
We take the time to learn about your values, objectives and personal circumstances, so we can help you work toward your goals, but in order to form a clear path forward and understand what challenges and obstacles we’ll need to help you overcome, we need to know exactly where you are today. We’ll help you organize and analyze important financial documents and information, such as existing investments, wills, trusts, insurance plans and more. The more you share with us, the more personalized and targeted your financial plan will be.
Starting Out
Growing Wealth
Nearing Retirement
Living In Retirement
Our Client-First Focus
When it comes to financial planning and retirement planning, no two clients are exactly alike. That’s why at Freeman Heyne Toma, you’ll never get a one-size-fits-all financial plan. We provide client-first service, meaning we prioritize getting to know your unique needs and circumstances, and we provide a customized, detailed plan with actionable advice designed to target your specific goals within your desired time frame. As an independent, fiduciary financial services firm, you can also trust that we’ll consistently put your needs and best interests at the forefront of your tailored plan.