“It has been my pleasure over the past year to affiliate with Mr. William Constain and the personnel at Freedom Wealth services. As I have approached retirement I, as many others, have struggled with the decisions of how to optimize my portfolio so that I will have sufficient for my needs in retirement and that I will be protected should I require long term care and still leave an inheritance and security for my wife and family. There are many options and many ways to structure it. Bill has been a pleasant affable and wise guide in this process and has looked at the market for various vehicles to handle the money that I have accrued over a 40+ year career in Surgery. I have been extremely happy with the service and have been given what I consider to be optimal means to accomplish these goals. Though I have not formally retired I have made some major steps in planning my future and it looks like it will be a very good retirement and without considerable worry or financial strife. I would give Bill and his staff my highest recommendation for the service and care that he has rendered to both me and my wife in her retirement planning, as well as, working with my accountant and attorney for Tax planning and for development of a trust and last will and testament. Bill has been very attentive to my situation and has become a great colleague and friend in the process. It is without hesitation that I would give him my highest recommendation. “

-Dr. Charles Cox