Code Breakers

You can’t avoid taxes, but you can avoid paying more than you should. While the tax code is complicated, there are many planning strategies to help you reduce your tax burden.

Proactive, Not Reactive

Planning ahead and working with your tax professional helps us to carefully consider your options. With our expertise, we will craft a plan that will provide tax benefits that could mean savings for years to come.

Invest With Us Today! Contact us to discuss your financial goals.

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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. 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, Tyler Klyn is currently registered to sell securities products in Alaska, California, Colorado, Florida, Iowa, Kansas, Kentucky, Michigan, Missouri, Montana, Nebraska, Oklahoma, South Carolina and Wisconsin. Micky Snieder is currently registered to sell securities products in Arkansas, Arizona, District of Columbia, Illinois, Indiana, Iowa, Maryland, Michigan, Minnesota, Mississippi, North Carolina, Ohio, Oregon, South Dakota, and Texas.
  8. Diversification and asset allocation strategies do not assure profit or protect against loss.

Cambridge’s Form CRS (Customer Relationship Summary)