Richard W Leidal

ABOUT Richard W Leidal

Richard W Leidal (Rick) has been providing financial services for over 40 years. His financial services have been provided to individuals in the area of retirement, estate, college, and financial planning. Corporate and business services have included business planning, buy-sell funding, deferred compensation plans, and employee benefits.

Corporate Fringe Benefits Consultants, Inc.
Richard is the owner of Corporate Fringe Benefits Consultants, Inc. DBA Insight Financial Group and DBA of MyCollegeTrack.com. Insight Financial Group provides personal financial services which include retirement, estate, and financial planning. Mycollegetrack.com provides college planning services for students and families. Corporate Fringe Benefits Consultants, Inc. has been providing employee benefit services to small and midsize corporations in southeastern Michigan for the past 40 years. Website www.leidal.com

Michigan College Funding, LLC
Established November 8, 2005. Richard W Leidal is a principal partner and director of Michigan College Funding, LLC. College planning services include college funding planning, career path counseling and college selection, ACT and SAT strategic training sessions, provide private-sector scholarship program, college award letter reviews, merit aid scholarship reports, educational loan analysis, essay writing support, and FAFSA services. Michigan College Funding, LLC also partners with other organizations and professional individuals assisting in the college planning process which may also include locating merit-based financial aid from colleges. Services are provided directly to college-bound students and parents to help identify good fit colleges for students and their family. Website www.MCFcollege.com

Sigma Financial Corporation
Richard has also been employed with Sigma Financial Corporation as a Registered Representative since 7/19/2005. He has been a registered representative since October 1984 and operates a branch office with Sigma Financial Corporation (CRD# 14303) the branch office is located at 41850 W. 11 Mile Road., Suite 225 Novi, MI 48375. Provides security financial services which would include establishing and maintaining brokerage accounts for mutual funds, ETF’s and stock and bonds. Additional information may be found under broker check http://brokercheck.finra.org/ .
Richard's duties include: Offering investment products through Sigma Financial Corporation as part of an investment portfolio. Richard Leidal's process identifies personal family needs and goals, then offers recommendations suited to the families goals. Assistance in planning, implementation, and regular reviews.

Sigma Planning Corporation
Richard is acting as a portfolio manager, which includes directing the investment and reinvestment of assets in client accounts on a discretionary or non-discretionary basis. Richard customizes investment portfolios for clients based on risk tolerance and investing objectives, monitors the portfolio's performance on an on-going basis, and re-balances the portfolio as needed due to changes in market conditions and financial circumstances.

Providing financial planning or consulting services on an hourly, fixed fee, project, or ongoing basis. Richard may provide advice on general issues relating to such topics as financial management, risk management, asset allocation, investment research, estate planning, tax issues, retirement planning, educational funding, goal setting, or other needs. Richard also prepares or updates written segmented or comprehensive financial plans.

Utilizing third-party investment advisers (TPIAs) to manage a client's investment portfolio. After gathering information about each client's financial situation and objectives, Richard may recommend a specific TPIA or investment program based upon their performance, methods of analysis, fees, or the client's financial needs, investment goals, risk tolerance, and/or investment objectives. Richard periodically monitors the TPIA's performance to ensure its management and investment styles remain aligned with the client's investment objectives and goals.

Designations

Qualifications

Richard W Leidal, AIF, CCFS Accredited Investment Fiduciary® Certified College Funding Specialist™ Member of the Association of Certified College Funding Specialists (ACCFS) https://www.accfs.com/richard-leidal/ State of Michigan-Resident Agent, Accident and Health Life, Fire & Casualty License Type Solicitor. Securities licensed Series 6/ 7/ 22/ 24/ 63/ 66 license(s). 

Licensed - Yes

License No - 3727

License Type - Securities & Insurance

Services Offered

College Financial Planning
Financial Planning
Tax Planning
Retirement Planning
Investment Management
Estate Planning
Cashflow Management
Business Consulting
Financial Aid
FAFSA Review
Scholarship Search
Career Guidance
Admissions Assistance
Essay Writing
ACT/SAT Prep
Athlete Recruiting

Meetings Offered

My Office
Workplace
Over Phone
Webmeetings

Availability

Mornings
Afternoons
Evenings
Weekends