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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

 

 

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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