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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.

Describes retirement plan options that help self-employed workers save on taxes.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Details rising rates, restricted coverage, and insurers exiting high-risk areas.

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Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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Will you be able to afford nursing home care?

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

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

Determine whether you should consider refinancing your mortgage.

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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