Jim Byrd Inducted into Hall of Fame
Safe Harbor Financial Services is extremely proud to announce that Jim Byrd is now a Hall of Fame producer* as of January 18, 2019. This honor distinguishes Jim as one of fewer than 100 inductees out of nearly 1,000 financial professionals associated with the Hall of Fame. To qualify for this prestigious sales award, Jim has amassed more than $100 million in cumulative annuity sales since 2007. This target is often a career-long goal for financial professionals selling annuities.
Trusted Financial Advisers for Comprehensive Retirement Planning
Jim Byrd and his experienced, responsive team members at Safe Harbor Financial Services understand your need for trust, integrity and transparency. We understand how important it is for you to be able to trust your financial advisers particularly in the wake of recent, highly publicized corporate failures and investment management misdeeds. Regardless of the direction the stock market and interest rates take in the future, it’s important to have a trusted financial adviser you can count on to provide you straightforward, comprehensive information and assist you with the management of your retirement income strategy. As an Investment Adviser Representative our firm has a fiduciary responsibility to manage your money prudently and responsibly as we assist you in your retirement planning.
Headquarters: Daphne, AL
# of employees: 6
Total Assets: $100 Million
36+ Years Financial Experience On Your Side
Safe Harbor Financial Service’s mission is to help people create, preserve and nurture wealth, protect and conserve their life’s savings, and plan for the distribution of those savings in the most tax-efficient manner while living and at death. Our specialty is in the retirement arena, particularly on retirement and pre-retirement planning. An emphasis is placed on retirement income planning and estate planning** for individuals and families of all ages. Safe Harbor Financial Services assists retirees and pre-retirees in creating income that cannot be outlived while helping protect their assets for a spouse or other heirs upon their death. We also can help you with legacy planning, which can have an impact on how you’ll be remembered by your heirs. See our A+ rating at the Better Business Bureau.
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* Jim Byrd received this award through Advisors Excel, an investment advisory group.
** Estate planning will be referred to a local attorney. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.