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.

rick-updated

Richard W. Leidal CEO & Owner

In his 34-plus years of experience as a financial advisor, Rick has learned that the happiest retirees are those people who have created a plan with the goal of regular monthly income, similar to the monthly income their paychecks provided while they were working. “Successful retirements always require careful, long-term financial planning,” says Rick. Rick is the CEO of Insight Financial Group in Novi, Mich., and the principal senior partner of Michigan College Funding LLC, which offers a host of college preparation services to students. He is also the director of operations at Medicare Services, which provides programs that supplement Medicare coverage. As a registered representative and IAR, Rick offers one-stop financial servicing to clients that includes both asset management and retirement planning.

Chris-Lieidal copy

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’ area of focus is on income planning and developing strategies for clients planning retirement income streams, while maintaining enough liquidity to enjoy the fun activities retirement has to offer. His passion is in helping people achieve their financial and retirement dreams. Chris holds the FINRA Series 6, 63 and 65 licenses, along with Life and Health licenses that include a Long-Term Care endorsement. Chris is also a registered representative and an IAR with Sigma Financial Corporation and Sigma Planning Corporation.

Ready to Take
The Next Step?

steps-break

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

Call Now Button