Safe Harbor

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April 9, 2017 By Safe Harbor Financial

Seminar: Understanding Medicare (with special Guest Speaker)

Half Shell Oyster House, Mobile, ALDate: Thursday, May 4, 2017
Time: 6:00pm – 8:00pm
Host organization: James L. Byrd
Phone Contact: 251-625-1226
Email Contact: vmiller@safeharfin.com
Location: 3654 Airport Blvd, Mobile, AL 36608
Website: http://halfshelloysterhouse.com

  • This is an informational event and starts promptly at 6:00 p.m. Please phone for reservations as seating is limited and our events do fill quickly.
  • We advise attendees to arrive 15 minutes early for best seating.
  • 48 hours notice of cancellation is required for anyone not able to attend as a courtesy to allow time to fill seats.
  • This event is for first time attendees only. Please, no children or additional guests other then those who have registered as seating is limited.

Filed Under: Events

April 8, 2017 By Safe Harbor Financial

Seminar: Understanding Medicare (with special Guest Speaker)

jessesDate: Tuesday, May 9, 2017
Time: 6:00pm – 8:00pm
Host organization: James L Byrd
Phone Contact: 251-625-1226
Email Contact: vmiller@safeharfin.com
Location: 14770 Oak St, Magnolia Springs, AL 36555
Website: http://www.jessesrestaurant.com/

  • This is an informational event and starts promptly at 6:00 p.m. Please phone for reservations as seating is limited and our events do fill quickly.
  • We advise attendees to arrive 15 minutes early for best seating.
  • 48 hours notice of cancellation is required for anyone not able to attend as a courtesy to allow time to fill seats.
  • This event is for first time attendees only. Please, no children or additional guests other then those who have registered as seating is limited.

Filed Under: Events

April 8, 2017 By Safe Harbor Financial

Seminar (Pensacola, FL): Understanding Medicare w/Guest Speaker

Rodizio Grill, Pensacola FLDate: Tuesday, May 23, 2017
Time: 6:00pm – 8:00pm
Host organization: James L Byrd
Phone Contact: 251-625-1226
Email Contact: vmiller@safeharfin.com
Location: 605 E Gregory Street, Pensacola, FL 32502
Website: http://www.rodiziogrill.com/pensacola

  • This is an informational event and starts promptly at 6:00 p.m. Please phone for reservations as seating is limited and our events do fill quickly.
  • We advise attendees to arrive 15 minutes early for best seating.
  • 48 hours notice of cancellation is required for anyone not able to attend as a courtesy to allow time to fill seats.
  • This event is for first time attendees only. Please, no children or additional guests other then those who have registered as seating is limited.

Filed Under: Events

February 9, 2017 By Safe Harbor Financial

Meet & Greet w/Jim Byrd at Art Walk

You’ve heard them on the radio, now come meet Jim Byrd, Biff Hamel, and James McCarthy of Safe Harbor Financial Services during Fairhope’s First Friday Art Walk on March 3.

The team will be available between 4-6pm at Greer’s Market. If you are out enjoying the Art Walk, make sure to drop by!

SHF Radio Show: Safe Investing in the New Economy

Filed Under: Events

December 30, 2016 By Safe Harbor Financial

Seminar: Retirement Outlook for 2017

ralph-kacoo-logoDate: Tuesday, January 24, 2016
Time: 6:00pm – 8:00pm
Host organization: James L Byrd
Phone Contact: 251-625-1226
Email Contact: vmiller@safeharfin.com
Location: 1595 Battleship Parkway, Spanish Fort, AL 36527
Website: http://www.ralphandkacoos.com/locations/mobile

  • This is an informational event and starts promptly at 6:00 p.m. Please phone for reservations as seating is limited and our events do fill quickly.
  • We advise attendees to arrive 15 minutes early for best seating.
  • 48 hours notice of cancellation is required for anyone not able to attend as a courtesy to allow time to fill seats.
  • This event is for first time attendees only. Please, no children or additional guests other then those who have registered as seating is limited.

Filed Under: Events

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Safe Harbor Financial Services, LLC is our name and Safe Investing in the New Economy is the name of our radio show and they do not promise or guarantee investment results or preservation of principal.


We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.


Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Safe Harbor Financial Services, LLC are not affiliated companies.


Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.


Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.


The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.


Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership include attaining specified levels of commissions earned, premium paid or income earned on the sale of insurance and other financial products. The MDRT membership requires the payment of annual dues, compliance with ethical standards, and to be in good standing with an MDRT-approved Professional Association. There are 3 levels of membership which include standard membership, Court of the Table and Top of the Table. The MDRT logo and/or trademarks are property of their respective owners and no endorsement of Jim Byrd or Safe Harbor Financial Services, LLC is stated or implied.


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