Meet the professionals who can help you 
Pursue Your Goals


We help individuals and families work toward achieving their ideal retirements.

 

Meet The Team

The team behind Insight Financial Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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Richard W. Leidal CEO & Owner

Rick is focused on helping his clients work toward their financial goals through well-thought-out financial strategies, from college planning through retirement.

Focusing on financial, estate and retirement income planning, Rick is the founder of a proprietary financial planning process known as The Insight Plan. The Insight planning process can help define personal financial goals while providing guidance and services with an end goal of achieving a brighter financial future.

Rick got his start in the financial industry at age 19, working with his father, and four years later developed a new company and partnership. He has served as CEO and owner of Insight Financial Group for more than 30 years, providing retirement, estate and financial strategies for his clients. Insight Financial Group remains a father/son company to this day, where Rick is joined by his son, Chris.

Rick is an Accredited Investment Fiduciary providing financial planning and wealth management and a Certified College Planning Specialist providing guidance and services for college-bound students and families. Rick also is a Registered Representative, having passed the Series 6, 7, 22, 24, 63 and 66 securities exams, and he holds life, health, and property and casualty insurance licenses in the state of Michigan.

When he’s not serving clients, Rick enjoys the Michigan outdoors, including fishing, golfing and spending his time with his family.

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Christopher R. LeidalFinancial Professional

Since 2010, Chris has been serving Insight Financial Group clients as they work to create strategies for college planning and retirement. Chris is a third-generation member of the firm, after his father and grandfather.

Chris has passed the FINRA 6 and 7 securities exams.

Ready to Take
The Next Step?

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For more information about any of the products and services listed here, schedule a meeting today or register to attend a workshop.

Or give us a call at 248.662.2900

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