Financial Advisor James L. Byrd Profiled in USA Today

James L. Byrd, an experienced financial planner, was recently seen in USA Today as part of the feature “Portraits of Success.”

Daphne, AL – July 10, 2014 – James “Jim” Byrd, Owner of Safe Harbor Financial Services, LLC, was recently seen in USA Today as the focus of the feature presented by America’s PremierExperts® titled “Portraits of Success.” The piece that ran in the May 13th, 2014 edition showcases how Jim is committed to helping make sure his clients can sleep at night free from worry about their money running out.

In USA Today Jim Byrd remarked, “As an independent investment advisor representative, I have a very simple mission statement, ‘I may not make you rich but I can help ensure that

you will never run out of money before you run out of life’… I offer my clients the advice I would give myself based on my 30 years of service in the insurance and financial planning fields. This is more about passion than money for me.”

The USA Today piece also features a Q&A section with Jim, where he answers the questions: “Who would you say your greatest influences are in business?” and “How does your faith influence your work?”

Jim Byrd is a fee based Investment Advisor Representative. Fee-based advisors are registered investment advisors with a fiduciary responsibility to act in their clients’ best interest providing non-biased option on products, strategies and tax solutions. Throughout his career, Jim won numerous awards such as: Leader’s Conference, President’s Conference as well as industry honors including Million Dollar Round Table and Court of the Table. 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 and served on its Board of Directors. Safe Harbor Financial Services was awarded the Small Business of the Year award 2012 from the Eastern Shore Chamber of Commerce.

The title of Jim Byrd’s weekly radio show on Mobile, Alabama talk radio stations 106.5 FM (WAVH) and 1220 AM (WABF), “Safe Investing In The New Economy,” is a perfect reflection of the trust that hundreds of retirement age (or soon to be) clients have put in the veteran Investment Adviser Representative since he founded Safe Harbor Financial Services, LLC in 2005. He also appears monthly on the “Dollars and Sense” segment on the local Fox Studio 10 TV affiliate. He was recently a guest on The Consumer’s Advocate television show. The show, filmed in Orlando, FL, was recently featured on NBC, CBS, ABC and FOX network affiliates around the country.

A feature story about Jim Byrd was recently seen on Bloomberg Businessweek as well as the other major online publications such as CNBC, MarketWatch, The Street, Los Angeles Daily News and Yahoo!Finance, among many others. Mr. Byrd has also been featured in Newsweek and USA Today as one of America’s PremierExperts’® “Financial Trendsetters.” His latest book, Victory!: The World’s Leading Experts Reveal Their Secrets for Winning in Health, Wealth, & Success in the New Economy reached best-seller status on upon release.

Learn more about James Byrd and Safe Harbor Financial Services at

Disclaimer: Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company, and are not offered by Global Financial Private Capital. Insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company, and are not offered through Global Financial Private Capital. Investment Advisory Services offered on a fee basis through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser. Only Jim Byrd, a licensed insurance professional and Investment Adviser Representative, is able to provide investment advice. No statements contained herein shall constitute tax, legal or accounting advice. You should consult your own legal or tax professional on any such matters.

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