Built on trust. Driven by your future.
We started Freedom Retirement Solutions with one belief: every American deserves honest, independent guidance when it comes to protecting their retirement.
Our story
Freedom Retirement Solutions was founded over 20 years ago by a team of licensed insurance professionals who saw a gap in the market — too many retirees were being sold products that served the advisor's commission, not the client's goals.
We built this firm differently. As independent agents, we're not captive to any single carrier. That means we shop the entire market on your behalf, comparing dozens of products to find the one that truly fits your situation.
Today, we've helped more than 500 families across the country step into retirement with confidence — and we're just getting started.
Our values
Independence
We work for you — not for any insurance company. Our recommendations are based entirely on what's best for your retirement.
Transparency
No hidden fees, no confusing jargon. We explain every option in plain language so you can make informed decisions.
Longevity
We're not a one-time transaction. We build lasting relationships and review your coverage as your life changes.
Expertise
Our team holds multiple state licenses and stays current on every product, regulation, and market shift that affects our clients.
Meet our team
David Gresl
Founder & Senior Advisor
David founded Freedom Retirement Solutions after 15 years in the insurance industry. He specializes in Medicare, Health Insurance, Financial Education, annuity strategies and retirement income planning.
Kristen Caldwell
Medicare Specialist
Susan has guided hundreds of clients through Medicare enrollment and plan selection. She's known for her patience, clarity, and deep product knowledge.
David Stevens
Life Insurance Advisor
Mark brings 12 years of experience helping families find the right life insurance coverage — from term policies to complex estate planning strategies.
Let's talk about your retirement.
Whether you're just starting to plan or ready to make a move, we're here to help. Schedule a free, no-obligation consultation today. Or Join us for a Seminar