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Physician Financial Services insurance for doctors
Smiling man in a suit and tie

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

There is certainly no shortage of insurance agents and financial advisors who work with—or want to work with—physicians. However, one thing that cannot be easily replicated is experience.

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With over 36 years of experience specializing in insurance planning, I understand the nuances of disability and life insurance underwriting and the challenges physicians may encounter. This experience allows me to anticipate potential issues, help minimize unexpected surprises, and guide clients through the application process more effectively.

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Mr. Keller is also a frequent contributor to physician-focused publications, blogs, and podcasts, sharing his knowledge of disability insurance, life insurance, and financial protection strategies. His work has appeared in publications serving medical residents, fellows, and practicing physicians across a variety of specialties.

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For a selection of his published articles, blog posts, and podcast appearances, please visit our Resources page under the Articles, Blog Posts & Podcasts tab.

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Forbes Top Financial Security Professionals 2024 award logo
Forbes 2025 Top Financial Security Professionals badge
Forbes 2026 Best-In-State Financial Security Professionals

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Contributing to your 401k can be a big step toward a more comfortable retirement, but its important to understand exactly what you are getting for your money.

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According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Determine whether you should consider refinancing your mortgage.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

How Long Will Your Funds Last?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck