Welcome to

Who is Private Business Group?Private Business Group, Inc. is a financial services firm that focuses on advanced retirement planning, Tax-Free Wealth Accumulation and Asset Management for families, individuals and business owners. Our company has over 65 years experience and serves more than 10,000 clients. We market safe money strategies and are growing at unprecedented rates. We also corner the market with our profitable affinity relationships with CPAs, Attorneys, Estate Planners and Medical Network.

Our company has over 65 years experience

Our MissionOur mission is to help our clients and their families protect their assets and attain financial peace of mind. We offer our clients financial solutions not influenced by commissioned sales products, and will provide our clients with the finest service available in the financial services industry; a commitment to retain the confidence and trust of our clients through our honesty and integrity; a commitment to demonstrate our declaration to professionalism and excellence in everything we do.

Our PhilosophyWe strive to achieve an unequaled standard of excellence in our profession by providing personalized value-added services and to become indispensable to our clients by assisting them in making educated, intelligent financial decisions. We deliver these services to our clients, both individuals and business entities, through customized Wealth Directed Services including Comprehensive Financial Planning and Advanced Retirement Planning. We consistently strive to go beyond our client’s expectations. Our greatest reward is our client’s peace of mind.

Just The FactsWHERE do we do business?PBG operates primarily in the Southeastern United States.GeorgiaTennesseeNorth & South CarolinaKentuckyMissouri

“The Perfect Storm”PBG is strategically positioned to capitalize and offer powerful solutions to the following issues in our country.Uncertainty in Corp. America is at an all time highVolatility in the Financial Markets is at unprecedented levelsThe largest Demographic in the US (baby boomer pop) are about to encounter unparalleled financial uncertaintyOver the next 20 years/ every 6 seconds someone will turn 60Over the next 20 years/ more assets will change hands due to the aging of this demographic, than in our country’s previous historya – Social Security crisisb – Health Care crisisc – National Debt crisis

What is the solution?Proven, predictable for sales/marketing/management system – Rock solid business modelStrategic alliances with some of the world’s most powerful financial institutionsFinancial products and strategies specifically designed for consumers in this “perfect storm” that we live in todayComprehensive training and support – Yes, a written income guaranteeStrong leadership with a proven track record of several years in the financial industry Growth oriented company with unparallel opportunities for advancement due to the entrepreneurial culture that exists in the company

Management TeamJeff Huggins: CEO & Founding Partner Jeff was born in Kansas but was raised in a small Town outside of Nashville, TN, the oldest of 3.Jeff was a football player at Austin Peay University as well as a strength and conditioning coach for the team.Jeff was also a competitive power lifter for several years during and after college.After graduation, Jeff worked in various aspects of the Health & Fitness industry including owning and operating several Gold’s Gyms.Once again, his career changed and he moved into the Insurance industry where Jeff has been for over 13 years.Jeff currently owns the largest growing Independent agency representing The Hartford.Jeff and his beautiful wife Heather are the proud parents of 4 children, 5, 8, 10 and 12.

Jeff was born in Kansas but was raised in a small Town outside of Nashville, TN, the oldest of 3.

Jeff was a football player at Austin Peay University as well as a strength and conditioning coach for the team.

Jeff was also a competitive power lifter for several years during and after college.

After graduation, Jeff worked in various aspects of the Health & Fitness industry including owning and operating several Gold’s Gyms.

Once again, his career changed and he moved into the Insurance industry where Jeff has been for over 13 years.

Jeff currently owns the largest growing Independent agency representing The Hartford.

Jeff and his beautiful wife Heather are the proud parents of 4 children, 5, 8, 10 and 12.

Management Team Jim Lanier: Sr. Vice President & Managing PartnerJim was born in Charlotte, NC and grew up in Boston Massachusetts.Jim attended college at Wingate University (North Carolina). Jim balanced academics with being the starting fullback for the bulldogs.After graduating with a degree in Sports Management, Jim’s focus changed to the financial services industry.Jim joins Private Business Group from Morgan Stanley where he was a financial advisor and stock broker and now specializes in tax-free retirement plans, college savings and principal protected retirement strategies.Prior to investment banking, Jim ran and operated his own mortgage business offering investment financing to investors. His operation helped investors build a portfolio of investment properties.Jim and his wife Becky are raising their sons, Christopher (age 5) and Michael (age 3), in Cumming, GA and attend Browns Bridge Community Church where he teaches Sunday school to the 4 & 5 year olds.

Jim was born in Charlotte, NC and grew up in Boston Massachusetts.

Jim attended college at Wingate University (North Carolina). Jim balanced academics with being the starting fullback for the bulldogs.

After graduating with a degree in Sports Management, Jim’s focus changed to the financial services industry.

Jim joins Private Business Group from Morgan Stanley where he was a financial advisor and stock broker and now specializes in tax-free retirement plans, college savings and principal protected retirement strategies.

Prior to investment banking, Jim ran and operated his own mortgage business offering investment financing to investors. His operation helped investors build a portfolio of investment properties.

Jim and his wife Becky are raising their sons, Christopher (age 5) and Michael (age 3), in Cumming, GA and attend Browns Bridge Community Church where he teaches Sunday school to the 4 & 5 year olds.

Management TeamBetsy Griffith : Business ManagerBetsy was born in upstate NY, but moved to GA at age 10. After receiving her undergraduate degree in Economics from GA State University in Atlanta, Betsy began her career with the Federal Treasury Department working as a financial analyst while gaining her graduate degree.After leaving government service, Betsy joined BankSouth, (NationsBank) as a mergers and acquisitions analyst and later, the division controller for the retail banking division.Betsy chose to leave her corporate career in 1997 when she had her twins but has since rejoined the business world with HFG.Betsy’s favorite things are her 11 year old twins.

Betsy was born in upstate NY, but moved to GA at age 10.

After receiving her undergraduate degree in Economics from GA State University in Atlanta, Betsy began her career with the Federal Treasury Department working as a financial analyst while gaining her graduate degree.

After leaving government service, Betsy joined BankSouth, (NationsBank) as a

Betsy chose to leave her corporate career in 1997 when she had her twins but has since rejoined the business world with HFG.

Betsy’s favorite things are her 11 year old twins.

Private Business Group Products & ServicesAdvanced Retirement PlanningTax-Free Wealth AccumulationDeferred Compensation PlansBusiness InsuranceEstate PlanningAsset ProtectionCollege Savings401-K RolloversInsurance Planning