Physician Financial Services

Lawrence B. Keller, CFP®, CLU, ChFC, RHU, LUTCF

We are a financial services firm specializing in income protection & weatlh accumulation strategies for physicians.

Through our team of experienced financial advisors, and our relationships with allied professionals from other disciplines, we are able to address all aspects of a physician's financial plan, including: asset protection, risk management, income tax planning, retirement and estate planning.

 

Car Affordability

How much can you afford to pay for a car?

Credit Card Debt

How Long Will It Take to Pay my Balance?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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What Would Warren Do?

Investors who are uncertain how to react to bad news and troubling economic indicators could find themselves making matters worse with wrong moves that serve only to make them feel better. How does the world's top investor, Warren Buffett, react to market volatility?

The Trouble with Timing

The speculation that drives market timing can often cause investors to get in right before a downturn or to flee before realizing potential gains.

Where Will You Roll?

An IRA is not really an investment in itself, but rather a special type of account that can be invested in thousands of ways.

Poverty and the Modern Millionaire

Being a millionaire retiree has never really been the status quo – but now this amount may not be nearly enough to maintain even a modest retirement lifestyle.

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