Take control
of your financial future

Your goals. Our insights. A long-term vision.

Today’s retirement is different.

It’s not the final chapter in the book of life but rather the beginning ... a second act. Join us at one of Insight Financial's workshops, or schedule a free financial consultation to see how we can help you with your financial plans.

Get Started In

3 Easy Steps

discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Evaluate

Using The Insight Plan, we’ll examine your current financial situation and determine your retirement needs.

plan

Receive a custom strategy to help you reach your unique retirement goals.

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Instant Download

Take Charge of Your Retirement!

Download “The Insight Kit” and get three publications packed with valuable information on navigating your retirement:

  • Your Retirement Handbook – Filled with practical tips on what to do in the two years before and after you retire
  • Understanding Social Security Benefits – Covers the key claiming decisions that can help you maximize Social Security
  • The 401(k) Rollover Handbook – Explores ways to handle your 401(k) savings before your retirement date, including the rollover option

Need More Info?
Attend a Live Event

Contact us for an upcoming event schedule: 248.662.2900 or info@leidal.com.

Ready to Take
The Next Step?

Come in for a free private consultation to see how we can help you with your Insight Financial Plan.

Or give us a call at 248.662.2900

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