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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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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.

In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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In a phishing scam, criminals use emails, text messages, or phone calls to try and trick you into providing personal and financial information.

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This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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Open enrollment is your chance to make every benefit count.

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How much Disability Income Insurance do you need?

How Long Will It Take to Pay my Balance?

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

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