Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Estate Planning, Risk Management Strategies, College Funding Strategies, Business Owners
Born into a family of educators, Lance Layson always knew he wanted to be of service to others. Though he would not become a schoolteacher, as a financial advisor he found a different way to serve.
Today, Lance guides his clients to help reach their goals via a carefully orchestrated and coordinated process that translates their larger vision into a series of smaller, more manageable steps and builds in measures for accountability.
“The worst part about working with me,” laughs Lance, “is that you will hear from your financial advisor on a regular basis.” Lance takes his clients’ goals seriously, frequently playing the role of coach, providing leadership, encouragement and the required persistence to help people move forward in their lives. What gives him the greatest satisfaction is to know he has made a difference in helping people address their financial challenges. “Hearing a simple ‘thank you’ is priceless,” he says.
Growing up, Lance truly shined in athletics, playing both baseball and football in school and in college. In sports he developed the discipline that would one day allow him to build a thriving business of his own. After graduating college in 2004 with a degree in Business Administration, Lance entered the financial services industry, where he quickly found success.
Lance’s financial services practice, originally centered on the needs of state employees, grew to offer comprehensive financial services, including insurance and investments to individuals, families, and businesses. Lance particularly enjoys working with business owners, and other professionals who appreciate his focus, drive and attention to detail.
When asked what fuels his passion for his work, Lance is quick to reply that it is “a need to be extraordinary;” the same ambition that drove him to be a stellar athlete now feeds his desire to constantly improve himself and the lives of his clients. He prides himself on the level of service he provides, and relentlessly seeks to improve his delivery year after year.
Outside of his practice, Lance is passionate about his family with whom he loves to do just about everything – from coaching his kids in sports, to taking impromptu road trips.
Lance and his wife Becky reside in the metro Atlanta area with their three children.
Check the background of this investment professional on FINRA’s BrokerCheck