Featured in Fortune Magazine:

Are You Leaving Money on the Table?​

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​I wish I’d known you 20 years ago,” is a common refrain among the clients of Layson Advisory Group, who have learned firsthand the benefits of its approach to financial management. For over four decades, Layson Advisory Group, a comprehensive financial services firm, has been helping clients unlock hidden wealth through a powerful strategy: tax mitigation by using the current tax code. “We want to reduce taxes, reduce risk, reduce fees, and reduce stress for our clients!” says Tony Layson, the founder of Layson Advisory Group and patriarch of this family- based firm. “I can make you more money saving taxes than you could ever make by making more money,” Tony explains. “Imagine saving $68,000 in taxes on a $400,000 income. That ‘found money’ can then be reinvested, further accelerating wealth accumulation.” While many financial professionals focus primarily on investments, Layson Advisory Group takes a more holistic approach. The concept of proactive tax planning is often a revelation to clients. “Many clients are working with an investment advisor or CPA but haven’t been exposed to the significant benefits of strategic tax mitigation,” Tony says. With his status as an Enrolled Agent, Tony offers a uniquely valuable combination of expertise and experience. As a “family of companies,” Layson Advisory Group houses five separate firms under one roof, providing a comprehensive suite of services—all owned by the Layson family. Tony’s wife, Debby Layson, is a Quickbooks Pro Advisor who heads up the small business accounting division, and their daughter, Skye Layson, is an investment advisor representative and life insurance agent who owns their insurance agency. Skye also focuses on meeting the f inancial needs of women, noting that losing a spouse can leave widows overwhelmed and unsure about their financial future. T he firm’s integrated approach enables them to address complex f inancial needs for a variety of clients, from physicians to business owners and everyday hard workers. Tony Layson and his daughter Skye Layson Yet they retain a friendly, family feel. Tony proudly states, “We answer the phone when you call. You don’t get an automated menu, you talk to a real person.” The firm follows a five-step process to guide clients: (1) Selecting a financial services professional, (2) Fact and feeling finding, (3) Strategy, (4) Solutions and executing, and (5) Ongoing relationship. Clients also enjoy use of the Generational Vault, a virtual safety box for storing critical documents and sharing them with beneficiaries. Tony recognizes that his firm may know more about their clients’ financial well-being than anyone else in their lives. “We take that very seriously,” says Tony. “We treat them like I would treat my own mom.” Visit www.LaysonAdvisoryGroup.com/Book or call 478-743-0260 to receive a free copy of Tony’s book, Your Retirement Journey: Tax Strategies Are the Heart of a Strong Financial Plan, and to learn more about Layson Advisory Group