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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

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While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

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Explains using life insurance to make meaningful charitable donations.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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How much Disability Income Insurance do you need?

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Use this calculator to determine whether you qualify for the different types of IRAs.

How much life insurance would you need to produce a sufficient income stream for your family?

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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