Jason Forsythe, CLU®

Jason Forsythe, CLU®

Financial Advisor

Jason Forsythe is an independent Financial Advisor with Secure Planning Group. He is licensed for life, disability, and long term care insurance. As well as Series 6,63,65 and 7 for securities.

He is an advocate for individuals and their families aiming to protect them from the economic hazards of unexpected death, being too hurt or 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 provides clarity to retirees’ questions about income and social security in their transition to retirement. The client’s goals always come first with all strategies and recommendations being without bias.

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. Specialized to provide in-depth knowledge on the needs of individuals, business owners, and professional clients. He currently 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 Dowingtown - Thorndale Rotary Club.