Since our founding in 1994, Leighton Investment Services has been dedicated to educating and assisting our communities as they seek to achieve their financial goals. Whether it’s a life-changing event such as retirement or the beginnings of a savings plan, we are here to help along the way.
You’ve spent your lifetime working and saving, and now is the time to turn those savings into an income stream. The team at Leighton Investment Services has the experience and tools necessary to help you create a plan that will give you the peace of mind you need in retirement.
Education expenses are on the rise. With good planning and a head start you can put a dent in that future tuition bill. Ask us about tax-advantaged options to save for education expenses, from kindergarten all the way through college.
Taxes are a drag on returns. Let us help you figure out how to keep more of what you earn.
We offer advisory and brokerage services through our broker-dealer, Cambridge Investment Research. Our relationship with Cambridge gives us flexibility and a variety of tools to address your investment and planning needs in the most effective way possible.
What do you want your money to do for you? Are you charitably inclined? Do you often wonder how you will provide for your loved ones when you are gone? How do you pass on assets as efficiently as possible? We’ll help you develop and implement a plan to address these questions.
Even the best plan can be quickly derailed by an untimely death or long-term care needs. We can help you find the best way to protect your assets in case life situations suddenly change.
We offer a variety of products that can help move you from where you are to where you want to be. We’ll help direct you by asking questions, listening to your goals, and guiding you along the way on your personalized path to financial freedom.
While we don’t know what the future holds, preparation can offer peace of mind and help us know if we are on the right track. Below are some tools to help you get started.
Carla Lockridge
PositionAdministrative Assistant
Why I love working at LEIGHTON INVESTMENT SERVICESI enjoy the interaction with our clients and working on a variety of projects. I also appreciate all of the great coworkers!
Learn More About Carla Lockridge
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