Private Business Group is a financial services firm with over 65 years of experience serving over 10,000 clients. Their mission is to help clients protect their assets and attain financial peace of mind through financial solutions not influenced by sales products. They provide personalized services through comprehensive financial and retirement planning to assist clients in making educated financial decisions and go beyond their expectations. The company operates primarily in the Southeastern US and is strategically positioned to offer powerful solutions given issues around corporate uncertainty, market volatility, and the aging baby boomer population.

1. Welcome to

3. Our Mission Our 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.

4. Our Philosophy We 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.

5. Just The Facts WHERE do we do business? PBG operates primarily in the Southeastern United States. Georgia Tennessee North & South Carolina Kentucky Missouri

6. “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 high Volatility in the Financial Markets is at unprecedented levels The largest Demographic in the US (baby boomer pop) are about to encounter unparalleled financial uncertainty Over the next 20 years/ every 6 seconds someone will turn 60 Over the next 20 years/ more assets will change hands due to the aging of this demographic, than in our country’s previous history a – Social Security crisis b – Health Care crisis c – National Debt crisis

7. What is the solution? Proven, predictable for sales/marketing/management system – Rock solid business model Strategic alliances with some of the world’s most powerful financial institutions Financial products and strategies specifically designed for consumers in this “perfect storm” that we live in today Comprehensive training and support – Yes, a written income guarantee Strong 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

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

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

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

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

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

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

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

17. 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.

18. 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.

20. 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.