Lawrence B. Keller, CFP®, CLU®, ChFC®, RHU®, LUTCF
We are a financial services firm specializing in income protection & wealth accumulation strategies for physicians.
Through our team of experienced financial professionals, 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, tax minimization strategies, retirement and estate planning.
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Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.