About Us


Our clients want to ensure financial stability for themselves, their families, employees and businesses. For several decades, we have studied our clients and listened to them and our mission is, simply put, to help them reach their goals.

Our corporate clients want state of the art techniques for their benefit plans and they want their employees to understand the programs that are offered and appreciate the
value of their employment relationship.

Our estate planning clients want an efficient plan to transfer assets, provide for their families and a well organized succession plan for their financial interests.

Our individual clients want to avoid the financial pitfalls that can emerge if they live too long or die too soon. Our aim is to provide clarity related to options and help our clients make educated decisions.

As a process-driven firm, The Bottoms Group continues to build strong relationships and evolve with the industry. Our commitment to our clients is our number one priority. The Bottoms Group is a member of National Financial Partners and an owner of Lion Street which are invitation-only leading producer groups of financial services products to high net worth individuals and companies. Our deep roots give our clients access to a wide array of financial solutions.

By leveraging our local presence with NFP and Lion Street’s national network we are able to provide our clients with cutting edge strategies for estate planning, executive, employee and voluntary benefits along with health and retirement plans. With NFP and Lion Street as our back offices, we have a collective strength of intellectual capital, technological capabilities, and resources combine to address the full spectrum of your insurance needs.

In 1947, J. Harold Bottoms began his 30 year career in the insurance industry as a debit life insurance agent in Cobb County, Georgia. He sold small life insurance policies to protect families and he stopped by their homes each week to collect the premiums. Today our clients include some of our area’s largest employers and leading citizens. But, after all these years, one thing has not changed: we still help our clients financially protect themselves and those they care about.

Our Vision

Our vision is to be attentive and help others create and protect the financial future they want.

Our Mission

Our mission is to:

  • Provide clarity and understanding related to financial threats and needs.
  • Provide clarity and understanding related to options and solutions.
  • Objectively represent our clients and implement appropriate strategies for financial preparedness.
  • Provide friendly and attentive service in every facet of our client relationships.
  • Partner with the community to make it a better place to live and work.
  • Create an environment where our team can learn, grow and be fulfilled.

Our Values

These are the values that inform, inspire, and distinguish The Bottoms Group as a responsible and trustworthy financial services institution:

  • Integrity — We are uncompromising in our principles. We will have the courage to make the right decision in every situation, and we will adhere to the highest standards of ethical conduct to guide us in our relationships with clients, financial services representatives and the community.
  • Excellence — We are driven by a sense of urgency and a desire to excel. We are committed to the highest level of personal and organizational performance. We will seek technology that enhances productivity and systems that enable us to deliver superior results. We will operate with a goal of continuous improvement.
  • Teamwork — As a team, we play to win. We achieve far more as a team than as individuals. We will cultivate superior leadership, collaborative teamwork, and creative innovation with a measure of fun to be the financial security firm of choice for our clients.
  • Progress — We embrace progress and change, seeking new ideas and listening and learning. We treat everyone as we wish to be treated, with dignity and respect.
  • Service — We are passionately committed to service. Through our dedication to service, we create value for our clients, families and community. We embrace the concept of serving others from the heart.

Our Affliations

NFP Benefits

NFP Benefits and its more than 175 corporate benefits firms form a powerful national network of independent practices through which collaborative energies combine to create innovative benefits solutions applicable to the entire corporate benefits landscape.

With more than 20,000 business clients and offices in 45 states, NFP Benefits touches virtually every industry. Our clients vary in size from less than 10 to over 10,000 employees, representing a broad range of businesses from closely-held private companies to large publicly owned corporations.

NFP Benefits’ national distribution presence provides TBG’s clients with leading edge strategies, best of breed products, and an array of value added services in the employee benefits industry.

Lion Street

Lion Street is a leading national financial services company owned by fiercely independent financial advisors, like The Bottoms Group, who specialize in financial solutions for high-net-worth individuals, family offices, business owners, and corporate clients. Lion Street understands the specific needs of our clients and they have structured their company around delivering the leverage, resources, and intellectual capital we need to best serve our clients. We became an owner of Lion Street in 2014.