Services offered at Safe Harbor Financial Services

Safe Harbor Financial is a Comprehensive Financial Planning Group that concentrates on three main ideas of planning, including tax planning, legal planning and investment. In order to plan properly you must have a person who specializes in each area, and you can find specialists at Safe Harbor.

The staff at Safe Harbor helps their clients keep more of the money they earn instead of letting the IRS get it. They help people who have retired or who are ready to retire understand their investments and how they impact their retirement. They offer safe money alternatives to risky investments such as low interest vehicles like the Stock Market, CD’s and Mutual Funds.

They are tax advisers to privately held businesses and individuals. They work with financial and legal advisers to develop customized solutions to minimize the impact taxes have on current income, deferred income or wealth transfers.

You can learn more about managing your finances at monthly seminars which are held at various venues in the area. The next seminar is August 2nd at 5:30pm. Seminars are are by invitation only. You can also listen to WABF, 1220 AM on Tuesday’s at 10:05am or Talk FM 106.5 on Sunday’s at 6:00pm for more financial information.

All seminar attendees, radio listeners, and anyone who watches Studio10 can get a free comprehensive financial review.

Safe Harbor Financial Services
9056 Merritt Lane
Daphne, AL 36526
Toll Free 866-251-1984 or local 251-625-1226
www.safeharfin.com

Hours of Operation: Monday - Friday, 8:00am - 5:00pm
Closed on Holiday’s
Walk-ins welcome, but appointments preferred
Remember to have statements and any other financial documents at every appointment.

James Byrd is owner and Adviser of Safe Harbor Financial Services. He has 30 years experience and holds a series 65 license. He is past chairman of the board on the Eastern Shore Chamber of Commerce, Top of the Table of the Million Dollar Round Table.

Richard A. Lindsey, CPA, also known as the “Renegade CPA,” is a small business tax expert, consultant, speaker and author who help companies and their owners keep the money they’ve earned instead of handing it over to Uncle Sam. He has 20 years experience as a CPA and 15 years of “in-the-trenches” work before that in the family business.