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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.Learn More
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Welcome to Freeman Heyne
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, 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.Contact Us
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Five phases to changing unhealthy behaviors.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
A few strategies that may help you prepare for the cost of higher education.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
This calculator demonstrates the power of compound interest.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
It's easy to let investments accumulate like old receipts in a junk drawer.
How will you weather the ups and downs of the business cycle?
You’ve made investments your whole life. Work with us to help make the most of them.
The decision whether to buy or rent a home may have long-term implications.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.