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Estate and Financial Planning

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.

  • GET STARTED TODAY

    Sometimes the only thing keeping people from answering these questions is asking them. Call us today to have a simple conversation on the questions that matter most to you!

  • YOU NEED A TEAM

    Estate and financial planning is a complex topic. You need several dedicated professionals to help you make the best choice. Let us be a part of that team and work hand-in-hand with your other trusted professionals.

  • YOUR UNIQUE PLAN

    It is important that your goals are accomplished in a way that fits your specific needs. Ultimately, your plan will be different from everyone else’s.

Invest Wth 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.

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