Jason Forsythe, CLU®, AIF®
Financial Advisor
Jason Forsythe is an independent Financial Advisor with Secure Planning Group. He is licensed for Life, Disability, and LongTerm Care Insurance. He maintains Series 6, 7, and 63 registrations held with LPL Financial, and Series 65 registration held with WealthCare Advisory Partners LLC.
Jason 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. He 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.
As an Accredited Investment Fiduciary® (AIF®) he is required by law and practice to act solely in the interests of, and with undivided loyalty, to his clients. A fiduciary’s advice and recommendations must align with your specific objectives, timeframe, and risk tolerance.
Jason earned his Chartered Life Underwriter® (CLU®) designation from the American College. It 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, two children, and their two certified therapy dogs. Jason is an active member of the Downingtown - Thorndale Rotary Club.