Layson Advisory Group specializes in all aspects of financial planning, from managing that first paycheck to making the most of retirement. The Layson Group offers tax preparation services for individuals and small businesses, financial planning, life insurance, 401k rollovers, money management services and retirement planning. Layson Advisory Group can now offer Medicare and Medicare supplements with the help of their Medicare Specialist, Terry Smith.
The company, which is located at 5233 Riverside Drive, Suite C in Macon, has been in business since 1981. Layson Advisory Group is a family-owned business, started by husband and wife team Tony and Debby Layson. “We are most proud of the growth our business has been able to achieve,” said the Laysons. “Today we have been able to expand our business and offer our clients so much more than when we first started this business. We value all of the friendships we have made over the years. It truly is what keeps our business going.”
Along with Tony and Debby, the business includes their daughter, Skye, and two of Debby’s siblings, Terry Smith and Wanda Andrade. Layson Advisory Group is family and treats clients like family.
“We enjoy making long-lasting relationships with our clients,” the Laysons said. “We have clients who have been with us since we first opened. Because of those long-lasting relationships, we have earned their trust to be able to work with their kids and grandkids throughout the years. It is so rewarding to see multiple generations come through our doors.”
Layson Advisory Group is different from similar businesses in that it provides both tax planning and financial advice, whereas most businesses offer one or the other. “With the proper tax plan, you will make more money by saving on taxes than you can by making more money! A financial plan without a tax plan is an incomplete plan,” the Laysons said. “We are able to design a unique financial plan for each client with all financial aspects in mind.
The Layson Advisory Group uses its New Generation Planning Tool to show clients where they are, listen to their concerns, and help get them to where they want to be. Layson Advisory Group is an independent firm, and it is able to customize a financial plan to the needs of any particular client. The Laysons are fiduciaries, meaning they act on behalf of the client and what is best for him or her. “Our clients are our No. 1 priority,” the Laysons said. “Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health.”
The trust of clients is very important to the Layson Advisory Group, especially in a world where people have to be vigilant about whom they trust. It is committed to earning and maintaining that trust. The Laysons are there for anyone who needs help with small business accounting, tax issues or financial and retirement planning. For more information, call 478-743-0260 or visit www.LaysonAdvisoryGroup.com.
Layson Advisory Group is not affiliated with, or endorsed by, the federal Medicare program or any other government agency.