Focused on Retirement Planning for Clients
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 Byrd received the prestigious Hall of Fame award from Advisors Excel, an investment advisory group.