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Education Funding

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.

  • COLLEGE SAVINGS

    Ask us about the tax benefits of saving for college using a 529 plan. These can be great tools for parents or grandparents to give a child a head start in paying for their future college expenses.

  • K-12 PRIVATE EDUCATION

    Tax law changes allow money from 529 plans to be used for K–12 tuition. We can help you start saving and even show you how to use the plan to receive a state tax deduction on your current tuition payments.

  • FLEXIBLE OPTIONS

    Not sure if your child or grandchild will end up going to college, but still want to start saving? Our goal at Leighton Investment Services is to help educate you regarding options and ideas that might be a good fit. Contact us today, we’d love to teach you more.

Invest With Us Today!

Contact us soon to discuss your financial goals.

 

BrokerCheck:

BrokerCheck is a free tool which is part of FINRA’s ongoing efforts to help investors make informed choices about brokers and brokerage firms. Use BrokerCheck for information about the background of an investment professional.

 

Disclosures:

  1. Securities products offered or sold are not insured by the Federal Deposit Insurance Corporation (FDIC) or other deposit insurance.
  2. Securities products offered or sold are not deposits or other obligations of Leighton State Bank and are not guaranteed by Leighton State Bank.
  3. Securities products offered or sold are subject to investment risks including possible loss of principal.
  4. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC.
  5. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.
  6. Cambridge and Leighton Investment Services are not affiliated.
  7. Mark Ellingson, Tyler Klyn, and Micky Snieder are Registered Representatives with Cambridge Investment Research, Inc., a FINRA Registered Broker-Dealer. While Cambridge Investment Research, Inc. is registered to sell securities in all 50 United States and the District of Columbia, Mark Ellingson is currently registered to sell securities products in Alaska, Arkansas, Arizona, California, Colorado, District of Columbia, Florida, Iowa, Illinois, Kansas, Maryland, Massachusetts, Montana, Minnesota, Missouri, Nebraska, Ohio, Oregon, South Dakota, Texas, Washington, and Wisconsin. Tyler Klyn is currently registered to sell securities products in Alaska, Iowa, Minnesota, Pennsylvania, and Wisconsin. Micky Snieder is currently registered to sell securities products in Indiana, Iowa, and Minnesota.
  8. Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses, summary prospectuses and 529 Product Program Description, which can be obtained from a financial professional and should be read carefully before investing. Depending on your state of residence, there may be an in-state plan that offers tax and other benefits which may include financial aid, scholarship funds, and protection from creditors. Before investing in any state’s 529 plan, investors should consult a tax advisor. If withdrawals from 529 plans are used for purposes other than qualified education, the earnings will be subject to a 10% federal tax penalty in addition to federal and, if applicable, state income tax.

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