Safe Harbor

askjimbyrd.com

Call us at (251) 625-1226 or
Toll Free at (877) 251-1984
Daphne, AL

  • Home
  • About Us
    • About Jim Byrd
    • Meet Our Team
  • Services
    • Retirement Income Strategies
    • Financial Planning for Veterans
    • Financial Planning for Families
    • Retirement Planning for Women & Widows
    • Fixed Index Annuities
    • Tax Efficient Strategies
    • Legacy Planning for Retirees and Pre-Retirees
  • Resources / Media
    • Podcasts
    • The Wealth Report
    • Retirement Quarterly
    • Videos
    • Useful Links
  • FAQs
  • News/Blog
  • Events
    • Attend a Seminar
    • Attend a Webinar
  • Contact Us

Meet Jim Byrd

Focused on Retirement Planning for Clients

Jim Byrd, Safe Harbor Financial Services
Jim Byrd

With 36+ years experience in the financial services industry, Jim Byrd founded Safe Harbor Financial Services, LLC in 2005. A comprehensive wealth management firm serving Southwest Alabama and Northwest Florida, Jim developed his business by nurturing and maintaining close, trusting relationships with each of his clients.

 

 

Jim Byrd’s Professional Qualifications

Jim Byrd has passed the Series 65 Security exam and is an Investment Adviser Representative. He also holds licenses from the states of Alabama, Mississippi, Florida and Indiana in the field of insurance. And Jim recently received a prestigious honor, an induction into the Hall of Fame*, for qualifying annuity sales of $100 million. He is a member of the Better Business Bureau where Safe Harbor Financial Services enjoys an A+ rating and has previously served as Chairman of the Board with the Eastern Shore Chamber of Commerce Board of Directors.

Our Fiduciary Responsibility to Our Clients

As both a commission and fee-based Investment Adviser Representative, Jim is paid to provide unbiased options on retirement income strategies and tax-efficient strategies. In fact, Jim has a fiduciary responsibility to his clients, which means that he has a legal/moral obligation to work in your best financial interests.

Jim Byrd in the Community

Jim has also held a number of positions with civic organizations including:

  • President of Airport Metro Kiwanis
  • President of Mobile Association of Life Underwriters
  • President of General Agents and Managers Association
  • Ambassador of the Year (2006) for Eastern Shore Chamber of Commerce

He is also a co-author of two books. The Ultimate Success Secret, strategies from America’s most trusted financial advisors, is available on Amazon. And Victory! The World’s Leading Experts Reveal Their Secrets for Winning in Health, Wealth, & Success in the New Economy is also available on Amazon. His chapter, titled “Eight Common Mistakes that Every Retiree is Making in their Retirement,” is discussed in many of the webinars and seminars regularly conducted by Safe Harbor Financial.

Jim is an active member of the Fairhope Yacht Club as well as the Red Elephant Club. Jim also served as Deacon of Hillcrest Baptist Church where he also enjoyed teaching Sunday school. He gives generously of his time each year to a variety of charities.

Jim appears on television and radio and at various public events. Browse our videos and podcasts on a wide range of financial planning topics featuring Jim Byrd and the team at Safe Harbor Financial.

*Jim Byrd received the prestigious Hall of Fame award from Advisors Excel, an investment advisory group.

Schedule a Free Consultation

Contact Us
Schedule a realistic assessment of your financial needs. We can help you work toward a confident and independent retirement. Send us a note or call us at (251) 625-1226 or toll free at (877) 251-1984.

Start Today!

Ask Yourself Five Questions

Are you satisfied with your current retirement plan? Ask yourself these five questions to determine whether it’s time for a review of your retirement income strategy.

Take the Quiz

Is Your Retirement Portfolio Too Risky? (Or Too Safe?)

Find out your personal level of acceptable risk and reward with unparalleled accuracy. Cutting edge technology helps take the guesswork out of your financial future.

Learn more!

Retirement Essentials- Featured Article

Read Five Retirement Mis-Steps to Dodge, the 5th in a series of essential articles on retirement planning at home. Our goal is to help our clients plan for exciting, fulfilling futures, and we want to do the same for you. We’d love to help. Call us at 251-625-1226 for your free consultation.

News & Events

  • Five Retirement Mis-Steps to Dodge
  • Tips to Manage a Cash Windfall
  • Seminar at Jesse’s 7/16/19: Optimizing Your Retirement Income
  • Seminar at Jesse’s 7/18/19: Smart Retirement Planning
  • Volunteers of America Operation Backpack 2019

Media / Resources

  • Podcasts
  • The Wealth Report
  • News
  • Retirement Quarterly
  • Videos

As Seen on Local Affiliates

Hear Us on the Radio

Browse our archived collection of videos and podcasts.

A Real Value Proposition

A Real Value Proposition
Our minds are programmed to ask the question, "what is this going to cost?" which is why we have built our business on delivering exceptional value.

Sign up for our Newsletter

  • Podcasts
  • The Wealth Report
  • News
  • Retirement Quarterly
  • Videos

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.


AW09174075



Copyright © 2019 · Safe Harbor Financial Services, LLC · 9056 Merritt Lane · Daphne, AL 36526 · (251) 625-1226 · Toll Free: (877) 251-1984

Sitemap · Website by FFG