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Jason Forsythe, CLU®

Jason Forsythe, CLU®

LPL Financial Advisor

Jason Forsythe is a Financial Advisor at Secure Planning Group, LLC, with the independent firm LPL Financial.

He’s been in the financial planning business since 2012, and has been with Secure Planning Group, LLC in Downingtown since 2015, playing a key role in forming the agency’s Financial Service Department. He is licensed for life, disability, and long term care insurance, and holds Series 6, 63, 65, and 7 registrations for securities, through LPL Financial.

 

He is an advocate for individuals and their families, aiming to protect them from the economic hazards of unexpected death, being too hurt or too sick to work, and outliving their savings. Jason also helps business owners with their planning for business continuance, and in attracting and maintaining quality employees.

He seeks to provide clarity to retirees’ questions about income and social security in their transition to retirement.

Jason received his CLU® designation from American College in 2014. The Chartered Life Underwriter® (CLU®) is one of the most respected designations of insurance expertise. This specialized designation allows Jason to provide in-depth insurance knowledge to individuals, business owners, and professional clients.

He resides in Exton with his wife and two children, where he enjoys pushing his fitness limits by taking part in obstacle course racing. Jason is an active member of the Downingtown-Thorndale Rotary Club.