Our Guiding Principles

At Freeman Heyne Toma, we set out to help our clients and their families realize their ambitions for a good life, both today and in the future. Our success in accomplishing this rests on three main pillars: Trust, Commitment and Caring.

Trust

It is vital that our clients are comfortable with our advice and know that they can rely on us to help them navigate the constantly changing financial landscape of the market and our economy.

Commitment

We are continually working to better ourselves, both through industry related education and professional development, enabling us to find better and more impactful solutions for our clients.

Caring

The relationships we build with our clients are the reason we have been so successful over the years. We strive to know our clients well, as if they were family, which ensures we always act in their best interests