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 focuses on financial, estate, and retirement income planning, aiming to secure a brighter financial future for his clients. With over 30 years of experience, Rick has led Insight Financial Group, a family-owned company where he works alongside his son, Chris.
Rick's experience extends to being an Accredited Investment Fiduciary® (AIF®), offering comprehensive financial planning and wealth management services. Holding various securities licenses and insurance credentials in Michigan, Rick ensures he can meet his clients' needs effectively. Outside of work, he enjoys outdoor activities and cherishes time spent with his family in Michigan.