“To enrich our client’s quality of life.”
At Freeman Heyne Toma, we accomplish this mission by holding ourselves to the highest standards of professionalism, integrity and service in the following ways:
Ongoing education is not an option for members of our team. It is essential for us and our clients in an ever-changing industry. Our team already holds a multitude of professional designations -AIF®, CFP ® (5), JD, MSFS, CLU, RHU, CHFC, CEBS and a multitude of other related securities registrations and insurance licenses.
A goal is nothing more than a dream without an actionable plan. We work with our clients to identify and define their goals, then we work together to develop plans that inspire them to take the proper steps to achieve them.
Growing Through Experience
While ongoing education is essential, critical knowledge comes through experience. We capitalize on the collective experience of our team, and continue to learn and grow through our work with our clients and partners.
We recognize that every client has different needs. As independently managed financial advisors, we must be able to provide solutions in all aspects of our clients financial lives. We offer products and services from a broad range of providers in order to meet the individual needs of our clients while making sure they are the proper fit for their specific situation.
Many investors fail when they set out to beat the market instead of developing a plan to meet their financial goals. Our focus is to help our clients achieve their individual goals by designing a road map to get them there. Performance can then be specifically measured by progress toward the goal instead of a market index.
Our greatest satisfaction comes from the lifelong relationships we develop with our clients and their families. When you work with Freeman Heyne Toma, you become part of our family. We provide a level of service and experience that allows our clients to rely on us throughout all of their life stages.