Miller's Insurance Agency is proud to partner with Secure Planning Group LLC for all of our financial planning and advising needs.
Secure Planning Group is one of the nation's leading financial services companies. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. Through an affiliation with LPL Financial, Secure Planning Group, LLC offers independent financial planning services. Secure Planning Group, LLC, and LPL do not offer proprietary investment products or engage in investment banking activities; this means our advisors are not pressured or influenced by LPL to sell its products.
We have three SPG advisors who work in-house here at Miller's, and they may be SPG advisors, but they no doubt part of the Miller's family.
Travis K. Boyer, MBA began serving his clients as a Financial Advisor and Investment Advisor Representative in late 2005. He has had past affiliations with Keystone Financial Management, M&T Securities, and First Niagara Investment Services. Travis provides professional advice that includes Corporate and Executive Planning, Individual Financial Planning Services, Protection Strategies and Retirement/Estate Planning.
While having extensive experience in many fields, Travis has particular expertise advising clients in the healthcare, manufacturing, and education sectors (including PSERS educators and administrators). Travis takes pride in working hard for his clients' best interests and building long-term relationships.
In his downtime, Travis enjoys spending time with his wife Stephanie and two daughters, Emerson and Vaeda, skiing and outdoor activities, and driving his Jeep. Travis is active with his local government as a zoning officer, and regularly volunteers with various organizations.
If you have financial questions or concerns, please feel most welcome to schedule an introductory conversation with Travis today.
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.
Kevin has earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation. To acquire the CFP® designation, Kevin completed extensive exams in the areas of financial planning, taxes, insurance, estate planning and retirement. He has also earned his Series 6, 7, 63, and 66 registrations currently held through LPL Financial, and holds life, health, disability, and long term care insurance licenses. Kevin attended Shippensburg University where he majored in Business Management/Entrepreneurship. He started his financial services career in August 2010 at Northwestern Mutual afterwards transitioning to Miller’s Insurance Agency, and then moved to Secure Planning Group, LLC.
Tatiana is the Life & Financial Services Administrative Assistant for the Secure Planning Group office here at Miller's. She makes everything in SPG run smoothly.
Please visit our new Secure Planning Group Website atwww.securepg.net to learn more about what we do for our clients.
One of the greatest compliments that one can receive is a referral. If you know of anyone who can benefit from any the services we provide, please let me know.