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.
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.
Lawrence B. Keller was named one of Forbes Best-In-State Financial Security Professionals in New York*
A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.