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.
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.
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.
Life is full of milestones, large and small, and with these milestones come unique financial needs. We’re here to be a trusted guide to help lead you on your path toward the life you want to live, today and tomorrow.
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.
We provide a variety of personal financial planning services, all of which we tailor to suit your specific needs, goals and circumstances. For corporations we provide experienced guidance for corporate sponsored retirement plans.
Our team at Freeman Heyne Toma’s consists of highly experienced and highly credentialed financial professionals, but what makes our team even more outstanding is our client-centric and highly relational approach.
We are delighted you have chosen to visit and explore one of the Midwest's premier financial services organizations. We look forward to helping you design a dynamic, flexible plan that can meet your needs for today and for tomorrow.