CEO, Certified Financial Fiduciary
bill@freedomwealthservices.com904-373-8349Bill Constain is the CEO and Founder of Freedom Wealth Services in Ponte Vedra Beach, Florida. With 32+ years of experience in financial planning, he has dedicated his career to helping clients retire with confidence. He holds the RFP, RFC, CSA, Certified Financial Fiduciary, and Pension… designatio
Managing Partner & Executive Vice President
daniel@freedomwealthservices.comManaging Partner and Executive VP of Freedom Wealth Services in Ponte Vedra Beach, Florida. Works alongside founder Bill Constain to help K-12 educators, university employees, government workers, and families build confident, well-structured retirements.
Senior Vice President
nicole@freedomwealthservices.comSenior Vice President and a partner at Freedom Wealth Services, working alongside founder and CEO Bill Constain to help educators, public servants, and families plan for retirement with confidence. Puts clients first so every client feels heard and informed.
Senior Pension & Retirement Specialist
robert@freedomwealthservices.comWorks diligently to help educators, government employees, and families build secure, confident retirements. Focuses on client relationships and pension & retirement income planning.
Senior Pension & Retirement Specialist
greg@freedomwealthservices.comHelps families, educators, and public employees plan confidently for retirement. Specializes in retirement income, pension optimization, and tax-efficient strategies built around each client's goals.
Pension & Retirement Specialist
natasia@freedomwealthservices.comExperienced and caring Pension Specialist helping educators and public employees make confident pension decisions. Guides clients through payout options, survivor benefits, and retirement income planning with clarity and care.
Pension & Retirement Specialist
bedri@freedomwealthservices.comDedicated specialist helping educators and public employees get the most from their pensions. Explains payout options, survivor benefits, and retirement income strategies in plain language so clients can retire with confidence.
Pension & Retirement Specialist
ethan@freedomwealthservices.comHelps teachers, university staff, and government employees understand their pension benefits. Builds clear retirement income plans that protect families and help clients make every year of service count.
Pension & Retirement Specialist
silvia@freedomwealthservices.comHelps educators, government employees, and families maximize pension benefits, build reliable retirement income, and plan with confidence. Delivers clear, personalized guidance for every stage of retirement.
Pension & Retirement Specialist
Compassionate specialist dedicated to helping teachers, public employees, and families make the most of their pensions. Builds personalized retirement income strategies that bring clarity, security, and peace of mind.
Investment Advisor Representative
Investment Advisor Representative and Financial Planner. Helps clients build personalized strategies for growing wealth, generating retirement income, and protecting their families, guided by integrity and a fiduciary commitment.
Managing Director
Oversees quality control and the onboarding of qualified Pension and Retirement Specialists, ensuring every client receives consistent, high-standard guidance rooted in integrity.
Senior Managing Partner, Board Member
Has served clients since 1990. Awards include Rookie of the Year (1991) and #1 Agency with Mutual of Omaha (2010). Founded Secure Insurance Group in 2014, which merged into Lasting Mark in 2023. Family: wife Patti, four children, and grandchildren…
Managing Partner, Lasting Mark
Co-founded a retirement firm in 2012 and grew it to 13 Ohio offices, surpassing $100M in annual production and $250M in assets. Series 65 holder, former Atlanta Braves draft pick, Ohio State graduate; lives in Dublin, Ohio, with wife Lauren and three children.
Director, Business Development
Director of Business Development for Longevity Planners; holds a CLTC designation. Has spent his entire career in long-term care (LTC) planning, sales, and distribution, including roles helping consumers and worksite enrollments…
Legal Counsel, Estate Planner
Matthew "Matt" Harrod advises individuals and businesses on estates, trusts, and business planning. Uses advanced transfer-tax strategies to protect privacy and avoid probate; counsels on charitable giving, business formation, trademarks, contracts, and succession planning.
Reviews from verified clients
It is with great pleasure that I recommend Bill Constain and Freedom Wealth Services. I have known and worked with Bill for more than 10 years and have found him to be a paradigms of professionalism, honesty and commitment. I have not known anyone more dedicated to his clients than Bill. I would rec...
Dr Mario Blanco
I am pleased to recommend Bill Constain and the personnel at Freedom Wealth services. As I have approached retirement have wrestled with the decisions of how to optimize my portfolio so that I will have sufficient for my needs in retirement. Bill has been my Financial guide in his help with this pro...
Paula Cox
Working with Bill Constain and the team at Freedom Wealth Services has completely transformed my approach to financial planning. Bill introduced me to the powerful IUL ( Index Universal Life) system, which has proven to be an incredible avenue for both, growing my wealth and securing life insurance ...
Adriana Odachowski
In preparation for my retirement, I’ve had the pleasure of working with Bill Costain and Freedom Wealth Services, and he’s made a real difference as I’ve worked through some important financial decisions. He’s knowledgeable, clear, and easy to talk to, explaining things in plain language and keeping...
Michael Labbe
For the past ten years, I have had the privilege of working with Bill Constain at Freedom Wealth and I can say that his guidance has been instrumental in preparing me for a secure and confident retirement. Bill combines deep financial expertise with a genuine commitment to understanding my individua...
Thomas Ray
It has been my pleasure to affiliate with Bill Constain and the Team at Freedom Wealth. Bill has been a pleasant and wise advisor helping me with the money I accrued over a 40+ year career in Surgery. I have been extremely happy with the service I would give Bill and his staff my highest recommend...
Dr Charles Cox
Build a strong financial foundation for a secure and comfortable retirement.
Grow your wealth with personalized investment plans aligned with your goals.
Comprehensive financial planning to preserve and enhance your assets.
Reduce tax liabilities and maximize your savings with strategic planning.
Ensure your legacy is protected and efficiently transferred to your loved ones.
Plan ahead for your child’s financial future with smart investment strategies, education savings options, and long-term wealth-building guidance.
