About Us

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive, holistic approach to help you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.

Rick Leidal, AIF®

Owner/President

248-662-2900

Rick is dedicated to assisting clients in achieving their financial goals through well-crafted strategies, covering aspects from college planning to retirement. As the founder of The Insight Plan, he specializes in financial, estate,...

Chris Leidal

Medicare and Retirement Consultant

248-662-2900

With over 15 years of experience in life insurance, Medicare benefits, health insurance, and retirement planning, Chris brings a wealth of knowledge and a personalized, education-first approach to every client interaction. He is...

Alex Leidal

Financial Advisor

248-662-2900

Many financial decisions are more connected than they first appear.Choices around retirement, taxes, investments, insurance, and estate planning don’t exist in isolation. Each decision can affect another, and without coordination, even...