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(310) 320-0111

Building Strategies for your

Financial Future

Please feel free to explore this site to gain a better understanding of my firm and how we help our clients plan for and meet their financial goals.

Forsythe Financial is a full service employee benefits brokerage and consulting agency. We specialize in design, funding, and implementation of group benefits for the small to mid size employer.  

These Group Benefits include:

  • Comprehensive Group Health Insurance
  • Minimum Premium Plans/Alternate Funding
  • Self Insured Plans
  • Group Short Term Disability Insurance
  • Group Long Term Disability Insurance
  • Group Dental Insurance
  • Group Vision Insurance
  • Voluntary Life Insurance
  • Voluntary Dental Insurance
  • Voluntary Disability Insurance


I also work with seniors in helping them understand Medicare and Medicare Supplement plans. Once you reach age 65; in most cases it makes financial sense to join Medicare and purchase a supplemental policy. I can help you choose the best policy and explain the differences between Medicare Part A, Part B and Part D.

Upon implementation of the group benefits, I work closely with the Business Owner and Key Executive in the Estate and Business Planning areas. 

Estate Planning

The Estate Planning focuses on cost efficient ways to pay estate taxes. In addition, I show you how to pass your estate to your heirs in a tax efficient manner. I achieve these results by working through a local network of Estate Planning attorneys and Certified Public Accountants.

Business Planning

The Business Planning aspects of my practice consist of showing the business owner how to transition his/her business in the event of death/disability/retirement. This transition is done in a tax efficient manner. I achieve these results by working with a local network of business planning attorneys and Certified Public Accountants. 

Thanks for stopping in. We appreciate your visit.