Optimizing and protecting financial lives...
Kate Baldwin Leipprandt, CFP®, ChFC, CLU, AEP focuses on helping clients build...protect... enjoy and pass on their financial resources.
Kate's 30 years in the financial services industry full of diverse economic challenges gives her the experience & background necessary to effectively assist clients with their financial goals.
Whether your goals include buying that first home, funding for college or a trip around the world, working toward a comfortable retirement, generating more income from your investments, or endowing to help others, our team can help.
Kate's specialty is in making difficult financial topics and products easy to understand. She is action-oriented and makes it easier for clients to implement their carefully-planned financial decisions.
Kate and her associates operate out of her Arlington Heights, Illinois office, and are associated with the Deerfield, Illinois offices of Equitable Advisors.
Elizabeth Grady joined the firm in 2014 and as an Economics major graduate from DePauw University has hit the firm running! She is fully licensed in securities (#7 & #66) and for insurance and annuities. She adds the extra talent to a firm that only a millennial can add; technology savvy, holistic thinking and new methods and energy! The firm has grown nicely since her addition. We will continue to grow to aspire to best take care of our clients and their families into the future.
Our services
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
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We are here for you
- To understand your situation – The most important work we do is getting to know who you are.
- To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
We work alongside you
- To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
- To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
We evolve with you
- To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
- To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.